Social Security Timing Planning


What is social security timing?

Social Security timing involves the use of innovative software that allows clients to input your social security benefits just as you see on your 'Social Security Benefits' page from the social security office.  The software then calculates the best way for you to take your social security.

Why do I need to plan for social security?

When you meet with a social security representative, they typically only review how individuals should take their social security; they are usually not trained to explain how couples should take their social security.  By allowing us to help you, we can analyze all aspects of your benefits and determine the optimal age you and your spouse should receive social security.  Our analysis includes reporting on spousal benefits, survivor benefits, and retired worker benefits.  Our analysis can provide you with a significant difference between the best and worst possible outcomes for your social security timing.