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I’m 62 years old and retiring next year. I don’t need Social Security for income when I retire. I have longevity in my family. When do you suggest I should start to take Social Security?

Dear Melinda,

The maximum age to benefit from Social Security deferral is 70. Based on your Maximum Retirement Age, your social security will defer at 8% a year! Planning for social security is complicated. I have tools that can help you. Contact our office for more details.

Read more on our Social Security Checklist article.

- Deb

Getting to know where you are today and where you want to be in the future are the first steps to planning for your financial security and freedom. We can help answer the common financial questions women may have. 

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