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.