eBook: Understanding Social Security Benefits

When and How Should You Claim Them?

There are several factors that may greatly impact your Social Security claiming decision. 

How can you get the most out of Social Security?

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Copyright © 2019, Montgomery Taylor Wealth Management . All rights reserved. 

Practical Knowledge for the Start of Your Second Act

There are several factors that may greatly impact your Social Security claiming decision. 

Montgomery Taylor (“Monty”), a Sonoma County native, has a long history in the financial services industry.  

Early in his career, Monty developed an affinity for the industry.  However, as Monty gained more experience in the industry, he grew to believe that instead of providing excellent customer service, a large number of professionals in the industry frustrated their own clients.  

When and How Should You Claim Them?

Should you file for retirement benefits as soon as you turn 62?
Or should you wait?
Should you collect Social Security benefits and stay employed?
How will that Social Security income affect your tax picture?

These are all questions you should attempt to answer before you file your application. We hope you find this guide helpful.

How can you get the most out of Social Security?

These are all questions you should attempt to answer before you file your application. We hope you find this guide helpful.