Social Security FAQ -
Deciding when and how to claim your Social Security retirement benefit is a big decision. It's important to get as much information as possible before you claim to ensure your highest possible benefit.  Check out the short videos below, where Jo-Ann answers some of the most common questions.

What does Full Retirement Age mean?

Lakewood, May 17th 2017

Will my ex-spouse know if I take his/her benefit?

Lakewood, May 17th 2017

Is my Social Security benefit ever taxed?

Lakewood, May 17th 2017

How do I decide when to take my benefit?

Lakewood, May 17th 2017

What if I decide to take my benefit early?

Lakewood, May 17th 2017

Lakewood, May 17th 2017

Social Security and Income Planning

December 2nd, 10am - 11:30 am

1st Bank Building in Belmar

Submit it here, and we'll contact you directly!

Jo-Ann Holst Advisers Inc. is not associated with the Social Security Administration. You should always consult the SSA before making any decisions, filings or changes to your benefit. To contact the Social Security Administration, please visit www.ssa.gov or call 1-800-772-1213.

Email: info@joannholstadvisers.com

Lakewood address: 550 S. Wadsworth Blvd - Suite 401 Lakewood, CO 80226     

Lone Tree Address: 10375 Park Meadows Drive – Suite 480 Lone Tree, CO 80124

​© 2019 by Jo-Ann Holst Advisers Inc.

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Complimentary consultation available only to qualified candidates possessing a specified minimum of investible assets. Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Adviser. Not all investments will be suitable or profitable for a specific client's portfolio. Insurance products may be recommended.  Financial advisers serving the Greater Denver area.