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Old 04-30-2023, 06:31 AM
Laker14 Laker14 is offline
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It might depend upon the nature of your question.

If you are looking to strategize about when is the best time to start taking your SS, e.g. "take it now and not dip into your savings". vs. "dip into savings and let the SS benefit grow", I think a CPA would be a better bet than an attorney.

In fact, off the top of my head, I can't think of a reason you'd want an attorney first. If you are in fact in some legal peril regarding SS, a CPA would recognize that and not only suggest you consult an attorney, but a CPA would also be a good source for a referral to a good attorney.

I don't know any CPAs around here who are still working, but I am sure there are plenty. I would recommend against getting any of this advice from anyone with an investment product to sell.