Claiming Social Security can be complex. There are thousands of filing strategies and over 2,700 rules that govern how benefits are calculated. Making the wrong decision can significantly impact your lifetime income.
As nation-wide Registered Social Security Analysts (RSSA), we help you understand your options and guide you through the claiming process — so you can make informed decisions and receive the benefits you’re entitled to.
As nation-wide Registered Social Security Analysts (RSSA), we help you understand your options and guide you through the claiming process — so you can make informed decisions and receive the benefits you’re entitled to.
How We Help
Personalized Social Security Analysis
We analyze your Social Security claiming options and explain how the rules apply to your unique situation. This includes reviewing factors that may affect your benefits now and in the future.
One-on-One Consultation
We walk you through your results, educate you on the rules that may impact your decisions, and answer your questions in clear, easy-to-understand terms — without pressure or confusion.
Claiming Strategy Optimization
Based on your goals, needs, and retirement timeline, we help identify a claiming strategy designed to support your long-term financial plan.
RSSA Roadmap® Social Security Optimizer
We use RSSA Roadmap® software, a powerful Social Security analysis tool, to evaluate your claiming possibilities and help determine an optimal strategy. Our analysis may include:
- Monthly, annual, and lifetime benefit projections
- Life expectancy and longevity scenarios
- Spousal and survivor benefit considerations
- Benefits for children and family maximums
- Future earnings and work impact on benefits
- WEP and GPO pension reduction calculations
This comprehensive review provides clarity and confidence when making one of the most important retirement decisions.
Take the Next Step
To learn more about Social Security planning or to schedule a personalized analysis, contact us today.
The National Association of Registered Social Security Analysts, Ltd. has no affiliation with the Social Security Administration or any other government agency. The Social Security information provided does not constitute financial advice. All information and materials are for general informational purposes only.
© 2024 National Association of Registered Social Security Analysts Ltd. All Rights Reserved
© 2024 National Association of Registered Social Security Analysts Ltd. All Rights Reserved