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Social Security Planning

As retirement planning specialists, we help you determine the best time to collect Social Security. To do that, we take into consideration how your Social Security benefits will interact with 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. 

By analyzing your entire financial picture, we will choose a Social Security timing strategy that reduces your tax bill in retirement and optimizes your income stream.