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Sep 28

Evaluating Your Social Security Options

by Craig Buckhout

As retirement age approaches many questions arise about Social Security including the following:

Rules of Thumb:
If you are expecting death in the near future, or do not have sufficient savings to postpone claiming Social Security, it is advised that you begin receiving Social Security at age 62, the earliest available time.

OTHERWISE…

The decision to postpone results in several different options to maximize benefits:

Resources:

About the Author

Craig Buckhout is a Chartered Financial Analyst, and Principal at Rockbridge Investment Management.  “In the early 1990s it became clear to us that ordinary people were going to need help managing their substantial savings, as 401(k) plan assets began to replace pensions as a source of retirement income. After spending the first decade of my career in the world of corporate finance, I was excited to work with clients and apply institutional investment principles to help them achieve their goals.”  Craig holds his BS & MBA from Cornell University, and is a member of the SUNY ESF (College of Environmental Science and Forestry) Foundation Board – Treasurer, CNY Community Foundation – Board Member.
Learn more and/or Contact Craig


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