Making Social Security Part of Your Retirement Plan
With currently about 567 ways to file for social security, it's easy to see why most financial professionals avoid this topic altogether. For most, social security will be one of the three largest checks they'll receive in retirement. Why not maximize this income and try to protect it from taxes and other withholdings?
We run a 26-page social security maximization report, which provides a step-by-step guide on how to get the most out of social security, as well as file for any additional benefits you may be eligible for.
This is a free service we offer to our clients.