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Social Security Questions to Ask

Key questions to help clarify your claiming strategy.

Candidate claiming ages

62FRA (Full Retirement Age)70

Work plans while claiming

YesNoNot sure

Household coordination

SingleMarried

Questions checklist

What is my full retirement age (FRA)?What is my estimated benefit at FRA?How much would I get if I claimed at 62?How much would I get if I delayed until 70?Will working while claiming reduce my benefits?How does claiming affect spousal benefits?What happens to survivor benefits based on claiming age?Are my benefits subject to taxation?When should I file if I want benefits to start at a specific age?What if I change my mind after claiming?

Bring this to your call and we can work through the claiming decision together.

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