Social Security can be a divisive topic in the retirement space – while some rely too heavily on what benefits Social Security may provide, others are skeptical that it will provide any benefits at all by the time they reach retirement. A key detail to remember is that Social Security was intended to be a supplement, not a complete retirement solution. In other words, it’s important to understand the framework of the Social Security system, but our own savings will need to provide the basis of our retirement income.

To help you understand this complex topic, MMA partnered with a Regional Public Affairs Specialist at the Social Security Administration to walk through key details related to Social Security benefits, qualifications, and resources. Check out our webinar as a live event on April 23^rd or access it as a playback:

For informational purposes only, and not intended as advice. This is a summary of details that may be helpful when reviewing your tax outcomes, but not a complete analysis on all topic covered. Marsh McLennan Agency, LLC is not a tax preparer. You should seek the guidance of a tax professional for advice on your specific situation.