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Social Security
Solution
To Get The Most From Your Benefits
  • File with certainty after reviewing best available strategies
  • Maximize spousal and survivor benefits after testing for best choices
  • Analyze impact of taxes
Optimize Benefits
  • Define annual and cumulative benefits
  • Know break even point for delayed filing
  • Test 300 different strategies
  • Receive specific filing instructions

Our Process

  • 1
    Download Social Security Statements
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  • 2
    Review Tax Returns from past 2 years
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  • 3
    Review pension and other income (if applicable)
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  • 4
    Deliver Strategy and cumulative benefit projection