Ask the CFP Professional

Michael Tow

The first of the 80 million baby boomers in the United States reached 65 years old this year which means they will start tapping into the Social Security system if they have not already. If you’re one of the baby boomers nearing retirement, do you know some of the ins and outs of social security? Are you aware of some of the strategies that can affect your benefits?

With this in mind I will dedicate my next two articles on the basics of Social Security and Part 2; Withdrawal Strategies. Continue reading