Blue Bell PWM

Social Security
Planning

Let us help you maximize your Social Security benefits

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How long you work directly impacts the social security benefit you receive. Social Security benefits are based on the top 35 years of averaged index earnings.
You are eligible to start collecting Social Security at age 62 however your benefit will be reduced. You can begin collecting your full benefit at full retirement age which is determined by your date of birth.
Even if you have never worked under Social Security, you may still be eligible to receive a spousal benefit. If you are at least 62 years of age and your spouse is receiving retirement or disability benefits, you can receive up to 50% of your spouse’s benefits.
  • How your benefits are calculated
  • When you claim your benefit matters
  • You may be eligible for a spousal benefit

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Let Blue Bell Private Wealth Management Help You Maximize Your Social Security Benefits

Social Security was established in the 1930’s during the Great Depression as a way to promote economic security for the people. When you work, you pay into the system, allowing you eligibility for a steady stream of income after retirement. The age of retirement starts at the age of 65, and this is when the income benefit starts. At Blue Bell Private Wealth Management, our social security services help you optimize your social security benefits which are important for retirement planning. You only get one chance when claiming your benefits, and more times than not we see individuals underestimating the value of social security. We’ll take you through the process, step by step, helping you make a decision that you can feel great about. 

Social Security Claiming Strategies 

We recognize there are many different claiming options available to you, that’s why we work hard to provide you with some of the best social security claiming strategies. We consider every aspect of your financial life. We look at your family, financial goals, and retirement objectives. When accessing claiming strategies, there is no one-size-fits all mold. Our team of professionals will work with you to create and design a social security development strategy that considers all aspects of your life. 

Married couples’ social security strategies should look to increase your household’s lifetime benefits. Married couples can further boost their benefits by organizing the timing of their claims strategically. By taking advantage of the married couple social security strategies that Blue Bell Private Wealth Management suggests, married, dual-career couples can increase their lifetime payments when taking advantage of these spousal benefits. 

We also can help with social security debt management, ensuring you don’t miss a thing. If you’ve received too much money in your social security benefit, you will be sent a notice of overpayment. Our benefit advisors can help you understand the reasoning behind your overpayment and lend you the necessary advice and next steps to take care of the situation effectively.

When you utilize our social security services, we create effective strategies that ensure you take advantage of your social security benefits at the right time to help maximize your benefits. These strategies address all your needs and take everything into consideration. Our social security services are available to residents in the Greater Philadelphia and suburban Philadelphia areas. Not only can we help with social security planning, our firm also specializes in retirement planning, 401(k) advice and investment services. Whether you need assistance with tax planning, retirement, estate planning, or social security debt management, know we are here to help you. It’s never too early to start, so contact us today to take advantage of all our services so we can start helping you achieve your financial goals as soon as possible.

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