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Making decisions around retirement and Social Security
Making decisions around retirement and social security
Video Duration: 1 minute 55 seconds
The importance of Social Security: Elapsed time 0 minutes 0 seconds [00:00]
Description of visual information:[USAA Life Insurance Company and USAA Life Insurance Company of New York]End of description
Hi, I'm Scott Rhiger, a retirement income specialist with USAA.
We're here to help you navigate unforeseen risks that may affect your retirement. Social Security could represent the biggest part of your retirement income. So the decision about when to start receiving these benefits is critical.
For many, it's a life-altering, permanent decision. Yet often retirees do not seek advice from a professional.
We're here to help simplify your decision making so you can make the right choice.
Understanding your benefits: Elapsed time 31 seconds [00:31]
First, you need to know your Social Security benefits. If you don't have a recent statement or online account, you can access Social Security administration website to create your personal account. You will see your estimated monthly benefit amounts at various starting ages.
Second, you need to understand how your life expectancy, age and earnings can affect your ideal strategy. Benefits can vary as much as 70% depending on your age at the time you claim them.
Key takeaways. One, estimate your Social Security benefits. Two, factor in your longevity and earnings history.
Seek help from USAA: Elapsed time 1 minute, 16 seconds [01:16]
Finally, seek help from a Retirement Income Specialist. Your decision about when to claim Social Security is too important to leave up the chance.
Our retirement income team is here to help. Together, we'll spend time understanding your needs, wants and wishes in your retirement years and develop a strategy to incorporate Social Security benefits into your plan.
Schedule a call on usaa.com/retirement for a time that's convenient for you or call us at 800-531-3392. Thank you.
Description of visual information: [Life insurance and annuities provided by USAA Life Insurance Company, San Antonio, TX and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. All insurance products are subject to state availability, issue limitations and contractual terms and conditions. Each company has sole financial responsibility for its own products.] End of description
End: Elapsed time 1 minute 55 seconds [01:55]
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