Social Security Analysis

Maximize your social security benefits.
Here are some of the most common questions we receive about Social Security:

  • “When is the best time for me to take my Social Security?”
  • “What happens if I take Social Security at the earliest age of 62?”
  • “What options do I have if I am divorced?”
  • “As a widow(er), what benefits am I entitled to?”
  • “Can I work when I take Social Security?”
  • “How can I minimize paying taxes when I begin taking Social Security?”
  • “Will Social Security still be around when I retire?”
  • “As a married couple, how do we coordinate the timing of claiming our Social Security to maximize our benefits?”

The Social Security Administration says each year there is over $10 billion of unclaimed benefits that Americans are entitled to (Social Security Trustees Annual Report). This is why we offer a Social Security Timing Analysis. We can help you find the money you may be entitled to.

This important analysis is to help people make the best decision they can as to the timing of when to file for their Social Security benefits. For married couples the analysis also takes into account certain switching strategies that couples are entitled to. Click here to see a sample Social Security Timing Analysis.

If you would like to request a Social Security Timing Analysis please click here.

If you would like your own personal Social Security Timing Analysis we simply need a copy of your most recent Social Security Benefit Statement. If you don’t have a recent copy of your Social Security Benefit Statement you can go to www.ssa.gov and set up your account. You will be asked to set up some personal identification questions for authorization. Then print out your Social Security Benefit Statement and mail it to us for the analysis.