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Social Security Claiming Strategies: One Size Does Not Fit All


Social Security is an important piece of many people’s retirement plans. But that may be where the similarities stop. How and when you file depend on your goals for your benefit, your financial situation and what kind of filer you are. Now learn important considerations for deciding how to claim your Social Security benefit and different claiming strategies.

Choose Claiming Strategies That Fit You

Learn the ins and outs of Social Security and what to consider when it’s time to file for your benefits. Our Social Security: Claiming Strategies guide walks you through different scenarios and ideas for making the most of your benefit.

Get the Social Security Guide

Download Social Security: Claiming Strategies guide as a reference for your plan.

As of 8/29/2023

Knowing when and how to claim Social Security can feel complicated. A financial consultant is here to help.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

Please consult your tax advisor for more detailed information or for advice regarding your individual situation.