Social security optimization

When and how you claim Social Security can make a big difference in your retirement income. Whether you start at 62 or wait until 70, the right timing depends on your overall financial picture.

At Belmont Capital Advisors, we help you make sense of your options so you can get the most

from your benefits—while minimizing taxes along the way.

We’ll help you:

• Understand when to claim
• Explore spousal benefit options
• Reduce taxes on your Social Security

With the right strategy, Social Security can be a powerful piece of your retirement plan.