Blog

How can a Certified Social Security Claiming Strategist Help you? 

December 8, 2020
  • Help you determine when you are first eligible to collect benefits and how the age at which you apply will affect the monthly amount you receive.
  • Determine how current employment will impact your ability to collect benefits.
  • Most effectively coordinate Social Security benefits with pension and IRA assets on a tax efficient basis.
  • Explain how savvy retirees have increased their annual Social Security benefits by as much as 110%.
  • Calculate a cost-of-living-adjustments impact to benefits.
  • Review how spousal, survivor and divorced spouse benefits work.
  • Explore when to leverage strategies that will maximize your benefit while collecting from a former spouse.
  • Identify ways to optimize your benefit while collecting a survivor benefit.
  • Quantify the effect of remarriage on survivor benefits for widowed and divorced spouses.
  • Show you how to amend your current benefits election if you made a mistake.

Merry Christmas and Happy Holidays to all of you,

 

Jeremy S. Baker, CSSCS

Back