Are you ready to claim Social Security?‍

Social Security can be one of the biggest factors in your retirement income—yet many retirees miss opportunities because they file without a strategy. Before applying, it’s important to know how your benefits fit with your goals, taxes, and overall retirement plan.

That’s why we created the Social Security Readiness Checklist. With 15 key questions, this guide helps you evaluate your timeline, benefits, spousal coordination, taxes, and income strategy—so you can make informed decisions for a secure retirement.

What you’ll consider in this checklist:

• The best age for you to retire
• How your benefits align with your expenses
• Coordinating benefits with your spouse
• Tax impacts, RMDs, and market volatility
• Life insurance and survivor planning‍

Download the checklist today to make sure you’re fully prepared before you apply for Social Security.