Social Security Timing
Wondering when to start collecting Social Security?
Destiny is here to help you find the right answer.
Destiny is here to help you find the right answer.
We’ll walk you through a personalized review to help you decide the best time to collect Social Security, using our years of retirement planning experience.
Plan My Next Chapter
We’ll explain how your Social Security benefits work together with your other income sources, like:
- Pensions
- Required Minimum Distributions (RMDs)
- Rental income
- Dividends and interest
- Capital gains
We also consider your family’s health, spousal benefits, your preferences, and other important details.
We look at your full financial situation to create a Social Security timing plan that can lower your retirement taxes and help you get the most from your income. Ready to make the most of your retirement? Schedule your consultation today.
Plan for a smarter, more confident retirement!
Destiny is here to help you find the right answer.
Learn MoreRankings and Awards
We are honored to have earned the recognition or acclaim of many of the leaders in our industry.
Rankings are specific to Destiny Wealth Partners, its affiliated firms, or to Thomas Ruggie, ChFC®, CFP®. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth or Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth or Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser. Recognition Disclosures
Get Your Personal Retirement Score in 3 Minutes
Our 27-point assessment reveals gaps that could cost you thousands