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When, where, and how should you file for Social Security so you can balance your benefits, tax exposure, and retirement lifestyle.
The problem is finding up-to-date, accurate information to help you make the right choices — choices that can make or break your biggest source of government-guaranteed retirement income.
Even the Social Security Administration itself has reportedly provided bad advice that has cost Americans $131 million!1
To add insult to injury, 96% of Social Security claimants fail to make the optimal claiming decision. That means they lose out on an estimated $3.4 trillion in potential retirement income ($111,000 per household) because they don’t choose the option that maximizes their income.2
That’s why it’s so important to get the most accurate and up-to-date information, assess your personal situation properly, and file for Social Security the right way (and at the right time).
I’m reaching out today to help make the right decision as simple and straightforward as possible.
This Complimentary guide simplifies over 2,700 Social Security claiming rules3 into an easy-to-follow decision flowchart you can complete in just 5 minutes.
You’ll be shown step-by-step how to…
Plus, you’ll get crystal clear about the next steps you should take, including where to go for advice or professional guidance.
Filing at the right time and the right way means you’ll be able to truly rely on your Social Security benefits — the biggest source of guaranteed, inflation-adjusted income you’ll have in retirement.
Read this COMPLIMENTARY Guide Now: The “Social Security Elephant” in the Room: When, Why, and How Should I File for Social Security
I have several software tools to help you understand the options you will have from Social Security
We often run 3 or more scenarios to get a feel for the situation that best fits your overall plan
Fill in your date(s) of birth and Social Security benefit amounts below and we will send you a complimentary analysis.
P.S. What age were you thinking about filing for Social Security? Email at firstname.lastname@example.org and let me know. I read and respond to all of my emails and will happily provide my professional guidance.1https://unitedincome.com/documents/papers/RetirementSolutionHidinginPlainSight.pdf2https://www.cnbc.com/2018/03/01/bad-social-security-advice-cost-recipients-131-million.html3https://www.nysscpa.org/news/publications/the-trusted-professional/article/social-security-filing-strategies-under-the-new-rules