Maximize Your Income in Retirement
Are you:
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planning on retiring within the next 1-10 years
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trying to find reliable answers to your Social Security questions?
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worried about your retirement?
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concerned about your taxes?
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divorced or widowed?
Welcome to My Social Security Advisor
According to recent statistics from the SSA, Retirees lose an average of $111,000 per household in potential income they could spend in retirement because they claimed Social Security at a less-than-optimal time.
That's a painfully significant loss of income that also negatively impacts your taxes.
This loss of income stresses your spending, taxes, lifestyle, assets, and financial safety in retirement....and, it's easily avoided.
Here are questions to consider:
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Can you afford, or want, a loss in your retirement income?
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If you could easily prevent this loss would you?
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Do you know the impact Social Security has on your planning and outcomes?
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Would you like professional guidance...for free?
I can help you with that, and I'd like to offer you something quite useful and at no cost.
My Social Security Advisor offers a detailed Social Security Optimization Analysis to help you navigate the maze and complexity of Social Security. It provides the information needed to optimize your retirement income, success, and financial safety. It's an analysis that will substantially impact your retirement planning and outcomes.
Guided by a Retirement Income and Social Security Planning Specialist
How Does My Social Security Advisor's Optimization Analysis Help Me? What Will I Learn?
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Review of all filing options to determine your best strategy
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Compare benefits before and after full retirement age
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Learn how to increase your lifetime Social Security income up to $100k or more
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Review of your Social Security earnings/benefit statement
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Know the impact each filing strategy has on your taxes...it's surprising
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Identify whose account your benefits should be based on (self, spouse, ex, deceased spouse)
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Calculate your break-even point for each strategy
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Understand how each filing option impacts your income, taxes, cash flow, and wealth
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A detailed, professionally prepared multi-page Analysis and consultation
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Prepared specific to your circumstances and needs
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General discussion of Medicare and IRMAA
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Discuss follow up questions
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Protect yourself and/or surviving spouse
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No regrets, no leaving money on the table
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Enjoy the confidence of knowing you made a great decision for now and your future
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It's free, no cost or further obligation
I want this to be as easy and useful for you as possible! Your detailed analysis is yours to keep and use as you see fit—whether with our company, your own financial advisor, or for your own DIY planning.
I'd like to invite you to consider that Social Security planning is an integral part of your overall retirement planning, and the time to plan is now, not when you are ready to retire. Think of Social Security benefits as the cornerstone of any successful retirement income plan, regardless of the size of your retirement accounts.
Though this service is not for all, keep in mind that those who plan, and plan early, have the most successful outcomes in retirement regardless of the size of their nest egg.
Please schedule a call today, right now. It's a short conversation that will improve your retirement planning. No pressure or product sales, just a desire to help.
Book a call
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