Are you counting on Social Security to supplement your retirement?
When are you planning to start receiving Social Security?
Is there a way to increase the amount of Social Security benefits you receive?
How will Medicare/MediCal expenses affect your spendable income – and how does your income affect what you pay for Medicare/MediCal?
Whether or not you pay into the system, your Social Security benefits may be reduced or eliminated altogether without prior planning. If you are not familiar with survivor benefits, benefits timing, Windfall Elimination (WEP), and Government Pension Offset (GPO), your income during retirement can be adversely impacted.
Furthermore, the type and amount of income you receive may cause all or a part of your Social Security benefit to be income taxable.
Drawing on our in-depth knowledge of Social Security, we will create a customized strategy that can put you in a more favorable position and provide you with the information needed in making your decision. (Not affiliated with Social Security Administration (SSA).
Please click here to go to the Social Security Administration website to register on the site and receive a report of your projected Social Security benefits.
Please click here to review a sample analysis.