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.