Social Security Optimization

Making personal savings last

Potential tax-free retirement

How Social Security is calculated

Spousal Benefits vs Survivor Benefits

Independently Entitled Divorced Spouse

WEP & GPO

Make Your Personal Savings Last

The number one concern facing retiring Americans is the fear of not having enough money to maintain their lifestyle through their lifetime. The challenge of retirement income planning is never knowing what the future holds and whether the decisions we make today will result in the best possible outcome.

In many cases, the path to success or failure has far less to do with savings rates and far more to do with a retirement professionals’ proficiency at utilizing ALL the tools in the retirement planning toolbox.

Our proprietary Social Security Optimization software allows us to quantify exactly how much capital will be required to meet your retirement income objectives. Without running the numbers and comparing various social security filing strategies, you may likely make a very costly mistake lose out on tens of thousands of dollars. This is an opportunity cost that can easily be avoided.

In addition to helping you optimize social security income, we will help you determine which withdrawal strategy will require the least amount of capital with the least amount of risk, thus helping you to make your personal savings last.

Download the sample Social Security Optimization report to better understand how holistic retirement income planning may help you make well-informed decisions.

If you would like to learn more about our free Social Security Optimization report, schedule a brief call or zoom meeting and we will run the report for you.

Register for our next Social Security masterclass.

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