Webinar Highlights - Social Security Benefits and their Impact

Watch Kimberley Threadgill, CFP®, CDFA®, and Senior Wealth Manager explain how claiming Social Security benefits can impact—and be impacted by—your other income sources, like Roth IRAs, 401(k)s, and traditional investment accounts.

Since each of these are taxed differently, they can influence how much of your Social Security is taxable—and how much you keep in retirement.

If you're nearing retirement, it’s easy to feel overwhelmed by these choices. At SAM, we can help you create a personalized strategy, aligning your income, taxes, and investments so they work together, not against each other.

This is a conversation worth having before you claim your benefits—not after.