Social Security Maximization

Social Security, on average, accounts for 64.8% of total household income for those in retirement. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.

We have put together an informative brochure that helps answer the following questions:

    1.What is your Social Security amount?
    2. When is the best time to start taking your Social Security benefit?
    3. Are there different options if you are married?
    4. Does earning additional income while you are on Social Security impact the value of your benefit?
    5. Do you pay tax on your Social Security benefit?

Please contact us to receive your brochure!

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in. Many are also unfamiliar with how Social Security is taxed and why that should be a key consideration when developing a plan.

At Swan DFW Financial Solutions, LLC, we help our clients understand their Social Security benefits and show them on how they can maximize their benefits and minimize their taxes. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*

There is a lot to know about Social Security, and the more you know, the better decisions you can make about when to file for your Social Security benefit. With a little information from you, we can create a report that will show you your options and best time to file. We want you one step closer towards the comfortable and happy retirement you have worked so hard for!

Hector Hinojosa and Swan DFW Financial Solutions, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

* https://www.ssa.gov/pubs/EN-05-10147.pdf