Social Security planning. A bigger-picture conversation.
Your claiming decision belongs in the context of your household, work plans and other sources of income. We help you organize the questions that matter before you make a choice.
Let’s talk about my options
A clearer path startswith the right questions.
Start with what
matters to you.
Compare your personal benefit estimates and timing.
Consider your household and survivor-income priorities.
Connect your claiming decision with your income plan.
Make the most of
your conversation.
No need to have everything figured out.
What do your current Social Security estimates show?
Bring your personal benefit estimates from your Social Security account. Comparing your own estimates gives the conversation a more useful starting point than a general example.
Do you expect to keep working after you begin benefits?
Write down when you expect to stop working and any part-time work you are considering. Your work plans are an important question to review when discussing benefit timing.
How would your household manage if one income changed?
List the income and expenses each member of your household relies on. Bring questions about how a change in one income could affect the household plan.
You don’t need all the answers.
Just a place to start.
Start my retirement conversationA focused conversation about what matters to you.