Only 35% of Social Security recipients file at Full Retirement Age (FRA), yet most of them should... This short video will help you make the decision about when to file for this important part of your retirement income.

Questions to Ask A Financial Planner to Determine if They Know How Social Security Really Works

Please explain what the best age is for me to file for Social Security and Why?
Please explain provisional income to me.
What is the best age for my spouse to file for Social Security if her/his retirement benefit is less than half of mine?
What are Social Security Credits and how are they calculated?
What is a Social Security Breakeven Analysis and is this a good way to determine when to file?
Do I need to file for for Social Security for my spouse to receive spousal benefits.
What is the Survivor Benefit and how is it determined?
What is the payout percentage difference between filing at full retirement age and minimum filing age?

Note: If you financial planner does not know the answer to these basic questions, I recommend that you move on to someone who does.


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Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider.

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