Claiming Social Security is a complicated and daunting task for most individuals. There are 2,728 rules which govern how benefits are determined and thousands of claiming strategies. I can help you uncover the optimal claiming decision to ensure you receive every dollar that you have earned and are entitled to.
Get support from an RSSA
Personalized Analysis
I can analyze all of your claiming options and Social Security rules that impact your benefits.
Consultation
I can review your results, educate you on the rules that may impact your decisions, and answer all of your questions.
Optimization
I can help you choose an optimal claiming strategy based on your needs and goals for your planned retirement.
RSSA Roadmap™ Social Security Optimizer
I have been trained and I am competent using RSSA Roadmap software to analyze all of your claiming possibilities to obtain your optimal claiming strategy.
Your full analysis will include:
- Monthly, annual, & lifetime benefits
- Future earnings impacts on benefits
- Spousal & survivor benefits
- Benefits for children & family maximums
- Life expectancy & longevity scenarios
- WEP & GPO pension reduction calculations
