Without the necessary information it is unlikely you will make an ideal Social Security benefit election. Nearly 74% of Americans voluntarily receive reduced Social Security benefits.

Social Security

Many people approaching retirement imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Age 66, or their Social Security Full Retirement
  • Age 70

Unfortunately, in many circumstances, none of these three ages will actually provide them their projected maximum lifetime benefit.

Instead, your maximum lifetime benefit is found by running over 20,000 calculations and exploring advanced strategies such as Restricted Application and File and Suspend.

If you are MARRIED, the decision is even more critical… and complex.

Your customized Social Security Maximization report will let you know EXACTLY when and how to file for benefits to achieve your maximum projected lifetime income, including a thorough analysis of your Spousal Planning options.