Security Selection

Most retirees pay scant attention to the claiming of their Social Security retirement benefits.

This may be a grave mistake since an optimal claiming decision can significantly increase the amount of a retiree’s lifetime income.

We prepare a Social Security Optimization plan for our clients that illustrates the optimal dates to claim Social Security retirement benefits.

Where appropriate, our Social Security Optimization plan also includes recommendations for claiming spousal benefits, survivor benefits, and divorce benefits.

We coordinate our client’s Social Security claiming decision with other aspects of their Retirement Income & Spending Plan to optimize their retirement income.

Optimizing the Social Security claiming decision can easily increase the longevity of the retiree’s investment portfolio and their lifetime retirement income.

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WHAT WILL YOU RETIRE TO?

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