Social Security
Free Small Group Sessions!
Curious about how Social Security fits into your retirement plan? Join us at our Towson office for an upcoming small-group session where we unpack key questions around timing, spousal benefits, taxes, and more. These interactive discussions are designed to give you clarity and confidence—without the jargon or pressure.
Space is limited, so reserve your spot today!
Are You Confident in Your Social Security Strategy?
You’ve paid into the system your whole life—now it’s time to make sure you get the most out of it. But how do you know you’re making the right choices?
When should you begin taking Social Security—at 62, 67, or 70?
How does your filing age impact your lifetime benefit?
What strategies exist for coordinating benefits as a couple?
What happens to your benefit if your spouse passes away?
How are your benefits taxed—and how much of them could be?
There’s no one-size-fits-all answer. That’s why we're here.
At Red Oak, we help you cut through the confusion and make decisions that align with your bigger retirement picture.
Let’s talk about your Social Security strategy. Reach out to schedule your personalized review.