Social Security Planning
Are You Approaching Retirement Age?
Learn About Your Social Security Income
Claiming Social Security can be a complicated task. There are over 2,000 rules that govern how benefits are determined and thousands of claiming strategies. I can help you with the decision to claim to ensure you receive the benefits to which you are entitled.
I can help answer your questions, including:
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When should I file for benefits?
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Can I get benefits from my ex-spouse?
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What if I am self-employed?
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Are my children eligible for benefits?
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What about dependents with disabilities?
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How will my pension impact my benefits?
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And more
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Ways We Can Help
I am a certified Registered Social Security Analysts and I can deliver Social Security income planning services by helping analyze possible claiming options using RSSA Roadmap (registered trademark) Social Security optimization software. I can create your personal Social Security benefits plan which can include:
I can create your personal Social Security benefits plan which can include:
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Claiming options comparison
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Impact of future earnings
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Maximizing spousal and survivor benefits
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Avoiding benefit reductions
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Impact of pensions (WEP/GPO)
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Longevity scenarios
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Benefits for children and family maximums
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Cost of living adjustments
Learn about SS Income
