The "SOCIAL SECURITY ELEPHANT" in the Room:
When, Why, and How Should You File?
This Complimentary Guide Will Show You Step-by-Step:
- How your claiming age affects your monthly benefit
- Key tax considerations to factor into your decision
- A simple framework for deciding when to file
"This guide breaks down complex considerations and more than 2,700 Social Security claiming rules into an easy-to-follow decision flowchart."¹,²
Jason Matthews, CLTC® TPCP®
Matthews Financial & Insurance Solutions
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Sources
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Social Security Administration, 2026 [URL: https://www.ssa.gov/OP_Home/handbook/handbook-toc.html]
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AMAC Foundation, 2024 [URL: https://amacfoundation.org/social-security-myths-and-misunderstandings]
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This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
This information is not affiliated with or endorsed by the Social Security Administration or any government agency.
This content is created and authored by Jason Matthews and is published and provided for informational and entertainment purposes only. The information in this content constitutes the Content Creator’s own opinions (and any guest writers from time to time) and it should not be regarded as a description of services provided by Matthews Financial & Insurance Solutions or Gibson Monroe Wealth Advisors
The opinions expressed in this content are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice.
Nothing in this content constitutes investment advice, performance data or any recommendation that any security, portfolio of securities, investment product, transaction or investment strategy is suitable for any specific person. From reading this content we cannot assess anything about your personal circumstances, your finances, or your goals and objectives, all of which are unique to you, so any opinions or information contained on this content are just that – an opinion or information. You should not use this content to make financial decisions and we highly recommended you seek professional advice from someone who is authorized to provide investment advice.
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WAIT!
Many Americans could increase lifetime retirement spending by rethinking when they claim Social Security.
But there's no one-size-fits-all answer.
Before you decide, see how to evaluate your options in this complimentary guide.
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Did you know there are more than 2,700 rules governing Social Security benefits?
This complimentary guide gives you simple answers to when, why, and how to file for Social Security.
We never spam. By clicking this button, you consent to be contacted by Jason Matthews, CLTC® TPCP® by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.