Did you know that the impact of your Social Security election can total millions of dollars over the course of years? When you have worked hard and paid Social Security tax for decades, you want to be sure you get those funds back by maximizing the amount of income you receive from your Social Security benefits within your lifetime.
To do that, you need a claiming strategy. When you work with the Carpenter Team of executive financial advisors, we help you develop just that. Our team walks hand in hand with you to analyze the important factors that drive a custom strategy tailored to fit your needs for claiming your Social Security benefits.
Here’s a closer look at our Social Security benefits analysis process.