Social Security

Optimize your Social Security

It could be the foundation of your retirement.

Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/.

Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at 
https://www.adviserinfo.sec.gov/.

The content and information in this presentation should be considered educational and limited to the dissemination of general information and does constitute specific investment advice, tax or accounting advice, legal, insurance or regulatory advice or an offer or a solicitation of an offer to buy any security.

Having no source of income after you retire can be a scary thought. Luckily social security benefits can help if you stop getting a paycheck after you retire.

The benefits that you qualify for depend on many factors. Some of those include:

  • Age
  • How many years you have worked.

When to claim is a lot to consider on your own. And there’s uncertainty how the benefits could change over time.

But with pensions getting few and far between, the cost of living on the rise, understanding Social Security’s impact on your financial future could be as important as ever.

Things to consider before filing:

  • Family History and Health
  • Spousal Benefits
  • Tax Consequences
  • Other Income (Pensions, Retirement Accounts, Savings, Etc)

If you haven’t already, go to ssa.gov/myaccount and create an account. Here you will be able to find your social security estimates.

Have questions about when to start Social Security?

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