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RSSA - Registered Social Security Analyst

You should start thinking about retirement in your 50's or early 60's.  The sooner the better so you are prepared. 

 

I know sometimes it is hard to talk about finances and you hope and pray it all turns out okay. 

However, being prepared will help you understand what your needs are and how to accomplish your retirement goals. 

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Most people leave money on the table when filing for Social Security.

 

Are you married, single, divorced, disabled, Long-Term relationship?  Do you know if your spouse qualifies for benefits?  Do your dependents qualify for benefits?  Can you get benefits if you have been divorced?  Do you kow if your spouse qualifies for Survivor benefits? Do you know if you need to pay taxes on benefits (can be up to 85%)

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Are you self-employeed?  Can you start collecting SS and what will the self-employment taxes be?

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Do you still work?  If you file, do you know there is a treshold for Earned Income until you turn Full Retirement Age?

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Do you have enough money for retirement?

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As an RSSA (Registered Social Security Analyst) I can help you answers these questions and more.  I offer:

  • A free consultation

  • I will analyze your options based on your personal requirements and situation.   

  • I will evaluated possible spousal, survival benefits and Earned Income deductions.

  • You’ll receive a personalized RSSA Roadmap Report, followed by a call or in-person discussion to review your report.

  • I can update your report as circumstance change.

Click Here 

Social Security benefits can be very confusing!

Why should you consult with a Registered Social Security Analyst (RSSA)?​​

  1. The Social Security office can not give you a detailed Roadmap to help guide you on making the optimal decision when to file.  

  2. A RSSA can provide details on Spousal and Survivor benefits. 

  3. A RSSA can provide details if you will pay Earned Income based on when you file and if you continue to work. And when you will pay taxes on benefits.  

  4. A  RSSA can give multiple scenarios on your personalized Roadmap.  

  5. Your Social Security Security Statement doesn't give you a full picture of when is the actual best time to file.  It doesn't take into consideration, spousal and survivorship benefits. and much more. 

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