Social Security personnel are not allowed to give you financial advice. They are there to answer your questions and to assist you with the claiming process. If you don’t know which questions to ask, you may not get all the information you need to make the right decisions about your Social Security benefits. We recommend that you consider seeking advice from professionals such as licensed certified financial planners or wealth managers that specialize in retirement benefits and investing. Contacting a certified public accountant with retirement expertise is also recommended, particularly when it comes to tax minimization on retirement income, including income from Social Security benefits.
