Social Security Benefits

Knowing when to file for Social Security Benefits can be quite a challenge. Will your Social Security Benefits be enough in retirement?

 

Bridge the gap in your retirement strategy. We can help:

 

  • Examine your current retirement strategy to see if you’re “on track.”

  • Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.

  • Show why you should always check your earnings record on your Social Security statement for accuracy.

  • Explain ways married couples could miss out on substantial benefits.

  • Review ways two special claiming strategies can further increase your family’s benefits.

  • Teach you how to potentially receive benefits from an ex-spouse.

  • Coordinate Social Security benefits with your other sources of retirement income.

 

Need your Social Security Statement?

Please note that Senior Advantage Solutions and their representatives do not give tax, legal or Social Security advice. You are encouraged to consult your tax advisor, attorney or the Social Security Administration via your local office or online at ssa.gov.

 

Not affiliated with or endorsed by the U.S. Government.