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Social Security & Medicare Guide

Social Security facts (4)
Social Security facts (3)
Social Security facts (2)
Social Security facts (1)

Social Security makes up a major portion of retirement income for most households—over 50% on average. The timing of when you claim benefits is critical to how much you’ll receive over your lifetime, how much you’ll need to rely on your savings and investments, and how much will be left to your loved ones when you’re gone.

 

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Calculation of Benefits

Medicare Timing Relative to Social Security

Lesser-Considered Benefits of Deferring

Flexibility to Control Enrollment Timing

The first step toward achieving your retirement goals is having a plan…