Beyond the Benefit: Social Security Strategy for Your Wealth Plan

Social Security timing affects more than your monthly benefit. It's a strategic decision that shapes your tax bracket, Medicare costs and how much flexibility you build into the rest of your wealth plan. In this session, we break down how to optimize your claiming decision, coordinate spousal and survivor benefits and manage how Social Security income interacts with RMDs and Roth conversions. See how the right Social Security strategy strengthens your broader retirement income and wealth plan.