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Social Security at SWAN DFW

At SWAN DFW, Social Security is considered as part of your distribution and retirement income strategy. When and how you file is determined by your complete financial plan, which also takes future taxes into account. Social Security, on average, accounts for 64.8% of total household income for those in retirement. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.

Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out how to get the most out of all they have put in. Many are also unfamiliar with how Social Security is taxed and why that should be a key consideration when developing a plan.

We will help you understand your Social Security benefits and show you how to maximize your benefits and minimize their taxes. Check out this article to learn more about receiving Social Security benefits.

Let’s talk about Social Security as part of your retirement income plan.
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Hector Hinojosa, Josh Hinojosa, and SWAN DFW Financial Solutions, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

To learn how we can help you turn your retirement dreams into a reality, schedule an appointment with us today!

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Hector Hinojosa, the Wealth Defender, stands guard for your finances every week on Wealth Defense Radio. Be sure to check back weekly for new episodes!