Social Security

Social Security Planning in Utah

Many Americans are not maximizing social security benefits that are rightfully theirs. At Tencap Wealth Coaching, we make a concerted effort to capitalize and collect every dollar possible. After all, most of us have been paying into the social security system for our entire working lives!
In our experience, when you ask most people how they’re planning to claim their Social Security benefits, they have no idea what factors to look for. We understand – with over 75 different possible combinations for a married person to file for social security and dozens of possibilities for a single person, it can be daunting to come up with the proper answer for your unique situation.

There are endless radio commercials and internet advertisements about not missing out on your benefits, but the good news is that it doesn’t need to be overwhelming. If you know the right things about Social Security Planning you don’t need to know everything.

How We Can Help

Let a financial advisor at Tencap Wealth Coaching consider the primary factors and help you assemble an optimal plan. Together we will examine factors like:

  • What is full retirement age and why does it matter?
  • Does it ever make sense to take benefits early?
  • When do you take your own benefits vs your spouse’s benefits?
  • What are the financial advantages of delaying Social Security? Does that make sense or is it foolish?
  • How does Medicare play into all of this?
  • What are the tax implications of when I file?
  • How does being widowed or divorced factor into your Social Security benefits and plan?
  • What if I continue working while collecting Social Security?
  • How do we factor in our life expectancy?
  •  

All of these questions can feel overwhelming and Social Security can be full of complexities, but by letting the coaches at Tencap guide you through all of the essential factors you can feel settled with regards to your personal Social Security strategy. These are your benefits, let’s work together to make sure you capture them properly.

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