ESTATE PLANNING

What is Social Security Optimization?

Social Security Optimization is an Analysis completed by an Registered Social Security Analyst (RSSA) who will review your personal situation and create a personalized claiming strategy. It's all about helping you get every dollar you've earned.

Understand The Basics of Social Security

Why Retirees Need Help

  1. Social Security Planning is The Foundation of Retirement Finances

  2. 96% of Americans don't optimize

  3. 11,200 Retiring Every Day

  4. $111,000+ Lost Per Household

References

1- CBS/AP (2019). Almost all Americans take Social Security at the wrong time, study says.  CBS/AP.  Retrieved from https://www.cbsnews.com/news/study-says-retirees-lose-more-than-100k-by-claiming-social-security-at-the-wrong-time/

2- Konish, l. (2024). As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate. CNBC. Retrieved from https://cnb.cx/3uqXR8M

3- “How Social Security's overpayment mistakes can become your responsibility.” 60 MINUTES – NEWSMAKERS. Anderson Cooper. 2023.  Retrieved from https://www.cbsnews.com/video/social-security-overpayments-60-minutes-video-2023-11-05/