Social Security Planning

Income Maximization

Nearly three quarters of Social Security beneficiaries receive permanently reduced income.  Proper planning can mean thousands in additional annual retirement income.  That additional income can cover rising healthcare costs or reduce stress on other investment savings due to portfolio withdrawals.  In fact, most people do not realize their benefit increases by 76% between the ages of 62-70.

If you were age 62 or older by January 1st, 2016, contact us now!  Recent legislation changes to Social Security have created a limited window of opportunity to leverage certain claiming strategies.
Our Social Security Maximization consult includes:
  • Maximized Income Claiming Strategies
  • Break-Even Analysis
  • Spousal or Ex-Spousal Benefit Eligibility and Coordination
  • Survivor Benefit Analysis
  • Benefits for Eligible Children
  • Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) Analysis
  • Step-by-Step Filing Guidance​