Because Social Security is a necessary part of a comprehensive retirement strategy, there are important considerations before choosing to claim benefits. Working with a financial professional is crucial in coordinating these types of benefits. Erin Fountain discusses her approach to helping her clients take the mystery out of Social Security Benefits Planning.
Listen to the interview on the Business Innovators Radio Network:
Fountain commented that “Social Security planning involves many facets, which determine when you can start claiming optimal benefits. If retirement is on your horizon, you probably have plenty of questions. If you’ve earned it, claim it!”
Fountain recommends planning for social Security by age 58, which gives time to understand options and plan for strategies to help maximize Social Security benefits.
Video Link: https://www.youtube.com/embed/4ZMjhXZhlbw
About Erin Fountain
Erin holds a BBS in Accounting and Finance from Dallas Baptist University and has performed as a Senior Staff Accountant in the corporate arena. Today, in addition to being a Registered Social Security Analyst, she is also an Enrolled Agent.
Erin finds that Taxes and Social Security are inextricably aligned, and she is intimately aware of the impact these have on both the aging and those who care for them. She employs her knowledge and experience to help others retain what they have earned.
Learn More: https://suncoastssadvisors.com/