Social
Security

Optimizing your Social Security

Optimizing your Social Security can provide additional retirement income over your lifetime and preserve your retirement savings longer. We use proprietary software that identifies the best filing strategy for your situation.  Plus, our Custom Retirement Paycheck Plan shows how your benefits interact with other income sources including Required Minimum Distributions (RMDs), dividends and interest, capital gains, and other income (Pensions, annuities, rental income, etc.). We provide a custom report that will show you how and when to file for Social Security to maximize your benefit.