Social Security Planning

Plan to Maximize Your Social Security Income

The decisions you make today regarding Social Security can have a tremendous impact on what you receive over your lifetime and the amount of taxes you pay for your retirement income.

Understanding your Social Security options will prepare you to make the best decisions for your future. If you have already filed for benefits, we can review your current situation to make sure your Social Security benefits are being maximized.

When preparing to file for Social Security benefits:

  • Avoid general information. Start looking beyond! It’s important to understand all your options and learn about strategies that can help you maximize your benefits.
  • Learn about Filing Strategies
  • Calculate benefits accurately. It’s crucial to calculate benefits and fully understand how to strategize for low earning years and how to compensate.
  • Understand your options in Applying Early vs. Delaying Benefits
  • Understand some major Rules and Provisions

We specialize in Social Security Planning and understand the importance of how to coordinate your Social Security benefits with your retirement income while minimizing taxes.

Read Brian's latest book! The Complete Retiree’s Guide to Social Security

With more than 10,000 baby boomers retiring daily, it is more important than ever to understand your Social Security benefits. “THE COMPLETE RETIREE'S GUIDE TO SOCIAL SECURITY" will help you better understand the basics of Social Security and ways to maximize your benefits. You will learn:

  • How Social Security works

  • When to file for benefits

  • Ways to avoid costly mistakes

  • Strategies to maximize benefits

  • And more!

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Or give us a call at 626.358.5458.