5 Important Social Security Questions You Should Know

For many retirees, their Social Security benefit forms the foundation of their retirement income plan. In order to make sure you get the most out of your benefit, you should have a solid grasp on this complex matter.

Here are the following questions you should know:

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

Please contact us to receive your brochure!

In order to make the most informed decision about when to turn on your Social Security benefit and which benefit to elect the Social Security Maximization Report is essential. This customized and complementary report will identify the optimal time to turn on your Social Security benefit and if you have a spouse when they should likewise turn on their benefit.

Brad Bertrand and Bertrand Retirement 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.

Schedule An Appointment
  • Let's see how we can help you today!