SOCIAL SECURITY OPTIMIZATION

SOCIAL SECURITY OPTIMIZATION

Social security claiming strategies can play a very important role in creating your income plan.  I will help you coordinate and maximize your social security to ensure the most optimal benefits considering your entire situation. 

👇Here are some common questions we can answer for you:

  • Should I delay claiming my benefit?

  • Should I claim based on my spouses' benefit or mine?

  • What will my benefit be if I stop working before my full retirement age?

  • How will my benefits be taxed?

  • Can I claim benefits based on my ex-spouse benefits?

I also help you consider other factors like your health conditions and family history to help you optimize your income plan. 

​👉 Want to learn more about creating a paycheck in retirement? Click here to get your Complimentary Retirement Analysis.