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E-mail:

  • Linda.J.Lee@lpl.com
  • Clare.Sheridan@lpl.com

Social Security: When Should You Claim Retirement Benefits?

The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.

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Newsletters

  • Consider Munis for Tax-Free Income

    Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.

  • REITs Offer Income and Diversification

    Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

  • Life Insurance Might Help During Turbulent Economic Times

    During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

  • Don’t Take the Bait: Top Tax Scams in 2025

    As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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LPL Financial Form CRS

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