Deciding on when to draw Social Security based on only one or two factors could be a huge mistake. As you approach retirement, your financial life doesn’t necessarily become less complicated. In some ways it gets even more complex.
It may seem like making the right decision is pretty straightforward. However, once you include all the different income, tax, and lifestyle variables, it isn’t that easy. At NextGen Wealth, we help guide you through these decisions in a deliberate and methodical approach.