We offer strategies to maximize your benefits.
Figuring out how to get the most out of your Social Security benefits can be quite challenging. We are National Social Security Advisors and can help you understand how to maximize your benefits.
When should you turn on your Social Security benefits and how much will you and your family members be entitled to?
We provide a detailed personal analysis to answer those questions. In fact, this analysis is so precise that it takes into account all of your earnings for both you and your spouse and will show us the exact maximized date to file.
- Determine your optimal age to turn on Social Security benefits based on lifetime household benefit
- Calculate Retirement Spousal, Child-In-Care, Surviving Child, Widowers Benefits
- Run three “What-If Filing Dates” scenarios with comparison to Maximization Scenario
- Provide a comprehensive report with benefit tables, graphs, and specific filing timeline
- Algorithms examine thousands of collection strategies to find the one that maximizes lifetime benefits
- Consider Current Supplemental Security Income (SSI), Windfall Elimination Provision (WEP), and Government Pension Offset (GPO)
- Include customized Longevity and Earnings Dates
- Account for Federal Employees Retirement System (FERS) and Civil Service Retirement System(CSRS)
