Social Security Planning

Did you know that if you delay your social security until age 70 you can get 24% more?

Did you also know that up to 85% of your social security can be taxed at your normal tax rate? The more you draw from your pensions, IRA's, and 401ks, the more your social security is taxed!

We can help you design a social security claiming strategy. Some spouses can take advantage of unique strategies to maximize their benefits. For some it makes sense to apply as early as possible; others may benefit from waiting longer. There are many variables to consider.

We have the tools and insight to help you optimize your social security and reduce its taxability.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.