Social Security
Explore strategies to help potentially maximize your Social Security benefit
For many retirees, Social Security represents more than just a monthly check — it’s the result of decades of hard work and may be the cornerstone of your retirement income strategy.
While most people understand the basics, far fewer know how to optimize their filing decision to get the most out of their benefit. Timing, income, marital status, and tax implications can all affect your outcome. At Olive Branch Wealth Management, LLC, we help you cut through the noise and build a personalized Social Security strategy that works alongside your overall retirement plan.
Did you know that, according to the Social Security Administration, delaying your benefit could increase your monthly income by up to 8% per year?¹ This is just one of many factors we consider when helping you make informed, confident decisions.
We’ve created a helpful brochure that answers some of the most common — and most important — questions about Social Security:
How much will your benefit be?
What are the different filing strategies to help maximize lifetime income?
What options are available if you’re married?
Will working in retirement reduce your benefit?
Do you have to pay taxes on your Social Security income?
Let us help you get the most from what you’ve earned. Contact us today to receive your free copy of the Social Security brochure and start planning your path toward a more secure and comfortable retirement.
¹ Source: SSA.gov
We are not affiliated with or endorsed by the Social Security Administration or any other government agency.