Social Security

Most of my clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Age 66, or Full Retirement Age (FRA)
  • Age 70

However, in many circumstances, triggering your benefits at these ages may not maximize your lifetime benefit.

Instead, maximizing your lifetime benefit may be found by examining numerous filing scenarios and exploring advanced strategies.

Your customized Social Security Maximization report will let you know when and how to file for benefits to achieve your maximum lifetime income.