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Social Security Planning for Retirement

Included in retirement planning is Social Security planning. This is where we help you determine the best time to collect your Social Security.

 Social Security planning looks at how that income will interact with your other income sources such as: 

  • Rental Income
  • Pensions
  • Required Minimum Distributions (RMDs)
  • Dividends and Interest
  • Capital Gains

We also factor in family health conditions, spousal benefits, personal preferences, and more.
Social security planning analyzes your entire financial picture, we’ll choose a Social Security timing strategy that reduces your tax bill and optimizes your income stream.