Social Security Analysis
”When Should I Elect Social Security?”
You may not realize it yet, but when you elect Social Security it's one of the most important decisions you’ll make in retirement. It will impact the amount of income you receive, the amount of taxes you pay, and how you utilize your other assets.
Analyze – Using our software, we analyze all possible election strategies and identify the one that offers the highest lifetime value.
Integrate – We examine your optimal Social Security election strategy in light of your other assets, income streams and goals to identify potential conﬂicts. We’ll help you match your Social Security decision to your overall plan.
Identify Alternatives – When conﬂicts exist due to asset structure or income needs we will identify alternative Social Security strategies.
Report – Provide a report comparing best, earliest and alternative strategies for your consideration.