Maximize Social Security benefits with key steps

Maximize Social Security benefits with key steps

Excerpt taken from story originally published in the Spokane Journal of Business, April 23, 2015

Article by Jeff Schlenker
Vice President and Program Director, Washington Trust Bank Investment Services

What can you do to make Social Security work better for you? Don’t take it for granted. Although it sounds simple, Social Security is surprisingly complicated. Whether going through this process alone or with the help of a financial professional, be sure to follow several critical steps.

Those steps include gathering the facts and determine the optimum time to begin receiving benefits, assessing how Social Security benefits will interact with a spouse’s benefits, and integrating anticipated benefits with other retirement resources, such as insurance, 401(k)s and IRAs…
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About The Author

Washington Trust Bank.