- 888-619-0001
Social Security Maximization
Social security can be one of your largest sources of income in retirement and will last throughout your lifetime. You’ve spent your entire career paying into the system. Why not let us help you with professional advice to ensure that you get the absolute maximum return on your investment?
Deciding when you or your spouse will start taking Social Security benefits can have a tremendous impact on the total amount of benefits you stand to receive over a lifetime. Yet many retirees (and those nearing retirement) do not understand how their Social Security benefits really work, or realize the options available to them.
Timing is everything!
Don’t assume drawing at age 62 is your best, or only option. Our advisors can review your specific situation and offer guidance as to how you can maximize the SSI benefits you’ve worked for all of your career. They can also help ensure coordination of benefits with your spouse to enhance your total potential benefits.
Another area of concern is the potential taxation of your social security benefits. It comes as a surprise to many retirees that their SSI may be taxed. Left unchecked, up to 85% of your SSI amount may be subject to ordinary income tax. Our advisors can look for ways to reduce or eliminate taxes on your social security retirement benefits to help you preserve the most income possible.
