Social Security
Quick Reference Guide for 2023
Plan Your Retirement with Confidence
Are you approaching retirement age and feeling overwhelmed by the complexity of Social Security benefits? Lifestage Wealth Advisors brings you a valuable solution: a free e-book finance guide packed with essential numbers and information you need to plan for your retirement.
This guide is designed to be your ultimate resource for Social Security benefits planning in 2023. The guide covers the most important Social Security numbers and how they apply to your benefits. With the numbers provided, you can calculate your benefits with ease and make informed decisions for your retirement planning.
What is the Social Security Guide for?
What Does the Guide Cover?
Our Social Security Quick Reference Guide for 2023 covers everything you need to know to plan your retirement with confidence. Here are the essential Social Security numbers and information you'll find in the guide.
With these numbers, you can calculate your Social Security benefits with ease and make informed decisions for your retirement planning. Download our free e-book finance guide now and start planning your retirement with confidence.
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As a percentage of PIA, beginning at age.
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% of worker's PIA if spouse is not eligible on their own work record, if spouse claims at age.
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% of spousal excess added to spouse's earned benefit (1/2 worker PIA - spouse PIA) if spouse claims spousal benefit at age.
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% of original survivor benefit* if the survivor claims at age.
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Social Security's annual cost-of-living adjustments (COLAs) and how they are calculated.
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The maximum amount of wages subject to Social Security tax for 2023.
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The Medicare Part B premiums for 2023 and how they are determined.
Lifestage Wealth Advisors and Lincoln Investment are committed to helping you achieve your financial goals. With decades of combined experience and a client-focused approach, we provide the guidance and support you need to succeed.
If you have any questions about the Social Security Quick Reference Guide or any other financial planning topics, don't hesitate to contact us. We're always here to help!