Social Security Optimization
Tax Strategy to Maximize Your Wealth
As retirement planning specialists, we help you determine the best time to collect Social Security and optimize your clients’ Social Security claiming strategy.
Social Security: How to Maximize Your Benefits
Best time to file for Social Security Benefits
Deciding when to file for Social Security benefits can be challenging, involving trade-offs that hinge on your retirement goals, marital status, age, and expected lifespan.
A “break-even” analysis can identify when a stream of higher Social Security payments over a shorter period is likely to overtake lower payments that began earlier.
If you’re at or near retirement age, working with an expert can help you determine the best time for you to file for Social Security benefits.
You Ask, We Answer
Contact us today to learn more about how we can help you maximize your social security benefits.
Optimize your Social Security Benefits
Social Security Process
Gather documents and learn about your situation
Adjust Future Income Estimates
Integrate with Retirement Plan and Evaluate Options
Calculate the options that maximizes your household’s lifetime benefits. An integrated retirement plan should account for all of your sources of income (including Social Security) and all of your retirement expenses. We can help you make sure you don’t miss anything.
implementation and monitoring of social security strategy
Assist client in implementing strategy and staying aware of what might change along with changing personal circumstances