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SSI Maximization

Navigating Social Security Income Options

If you are planning on collecting Social Security benefits during your retirement, a portion of it may be taxable, depending on your total income and marital status. As your wealth increases so does the portion of your Social Security benefits that is subject to tax. So whether you’re depending upon Social Security to make up a significant portion of your retirement income or having Social Security as just a part of your entire financial portfolio, I’d like to offer you a complimentary service that maximizes your Social Security benefits. Our retirement planning services include:

  • Calculating and analyzing your available claiming options
  • Determining your ‘optimal retirement age’
  • Taking advantage of your married couple benefits
  • Avoiding the taxman so you pay the minimal amount and optimize wealth acceleration