When and how to file for Social Security is one of the most important financial decisions Americans make in their lifetimes. This three-part investor education video series features Dave Giertz, president of distribution and sales for Nationwide Financial. Dave discusses some of the discoveries made through our recent Nationwide Retirement Institute survey, including:
How Social Security benefits stack up against growing health care costs
Why working with a financial advisor to discuss retirement options is a key part of a holistic retirement plan
How the timing of filing for Social Security benefits may potentially affect retirement outcomes
You have options
One of the most common misperceptions many investors have about retirement is the belief that they have no control over how they receive Social Security. It is viewed as a faucet that automatically turns on at age 62. Many investors don’t realize that there are different filing strategies available to optimize Social Security benefits and potentially increase retirement income.
Watch this video today and meet with your advisor to discuss your Social Security options.