Beneficiary, Meet Statement …
I encourage you to introduce yourself to your Social Security Statement. It’s an important first step to ensuring the benefit you’ve been working toward for years is maximized throughout your non-working years.
Of course, this is only the tip of the iceberg. We have a lot more to talk about, and I look forward to doing exactly that via future posts. We’ll cover everything from deciding when to collect to the intricacies of spousal benefits to special considerations related to divorce. I’d love to make this a dialogue, and encourage you to use the comments section below to send me your questions. I’ll provide answers in future posts.
Until then, here’s what you can do right now:
Three Easy Steps to Take Now:
Rob Kron, Managing Director, is the head of Investment and Retirement Education for BlackRock’s U.S. Wealth Advisory group. He is the newest contributor to The Blog, providing practical information on topics that are important to every saver and investor of every age.
Sources: BlackRock; Social Security Administration; Internal Revenue Service. Please see the Social Security Administration’s website at www.ssa.gov for more information, restrictions and limitations about Social Security benefits.