Website  – Social Security 

Landing page for Free social security maximization report.

With hundreds of filing options and nearly 3,000 filing rules, Social Security is one of the most complex and confusing retirement income sources you have. In fact, according to Market Watch article in May of 2015, three out of four Americans leave thousands of dollars in Social Security benefits on the table because of uninformed Social Security filing decisions.

CBS News went as far as to say, “Married couples seeking to maximize their Social Security income will need to pull of an intricate Foxtrot through a thicket of bewildering rules!”

There is a much easier way to maximize your social security benefits than trying to figure it out yourself. All you have to do is:

  1. Fill out the SSO order form
  2. Email completed form to jim.musgrave@rfsadvisors.com
  3. Schedule a meeting to review your report and our recommendations.

https://calendly.com/jimmusgrave/2-hour-meeting 

Once we receive the SSO order form, we will run the social security maximization report and a retirement income report.

The Social Security Maximization report will show three scenarios:

  • Current – Receive social security benefits at your full retirement age or earlier.
  • Alternative – Receive social security benefits at age 70
  • Optimized – Receive social security benefits at the optimal age that requires the least amount of money to reach your retirement income goals. 

The Retirement Income report will illustrate and compare the three scenarios above in great detail and reveal which strategy is best for you. 

To view a sample social security and retirement income report, click on following links.

Sample social security maximization report

Sample retirement income report

 

Fill out the SSO order form and email to jim.musgrave@rfsadvisors.com. If you have any questions, feel free to call our office at 301-588-0514.

Your information is confidential and you are under no obligation to work with us. 

Social Security FAQ’s – Copy and paste from http://www.socialsecurityoptimization.org/ssfaq.php

Social Security Administration Brochures

Upload the PDF files

Understanding Your Benefits Options –  

With hundreds of filing options and nearly 3,000 filing rules, Social Security is one of the most complex and confusing retirement income sources you have. In fact, according to Market Watch article in May of 2015, three out of four Americans leave thousands of dollars in Social Security benefits on the table because of uninformed Social Security filing decisions.

CBS News went as far as to say, “Married couples seeking to maximize their Social Security income will need to pull of an intricate Foxtrot through a thicket of bewildering rules!”

The most efficient way to understand and determine your benefit options is to either attend one of our social security workshops, or request a complimentary Social Security Maximization report. (Hyper links are speaking and workshop page and the SSO landing page.

If your situation is time-sensitive, do not wait for our next workshop. Request your complementary Social Security Maximization Report and meeting today.

  1. Fill out the SSO order form
  2. Email completed form to jim.musgrave@rfsadvisors.com
  3. Schedule a meeting to review your report and our recommendations.

https://calendly.com/jimmusgrave/2-hour-meeting 

How social security is calculated – Copy and paste from http://www.socialsecurityoptimization.org/calcbenefits.php

Social Security And Medicare – Copy and paste from http://www.socialsecurityoptimization.org/medicare.php