There is no one-size-fits-all approach when selecting the right choices when claiming Social Security benefits. Decisions regarding Social Security are very personal and depend on different factors such as additional income sources or anticipated future financial needs and obligations. It is important for us at FERS to understand your entire situation and discuss options with you so you can make an informed decision.
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To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Further, nothing on this site is intended to be, or to be relied upon as, tax, legal, or investment advice. Investors should consult with their own tax, legal, and investment professionals. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.