Social Security Strategy & Situational Maximization

One of the most important decisions you’ll face in your sixties (and even potentially as you enter your seventies) is determining when to start taking Social Security benefits. There are many factors to consider and each one can have a significant impact on the amount of benefit you can receive.

If you have not yet started taking your Social Security benefits, Rea’s Later Life Planning Services team can review your specific situation and discuss your options available to help you determine what impact various claiming strategies could have on your Social Security benefits throughout your life span. With a potential million-dollar or more payout at stake, it is in your best interest to find the Social Security claiming strategy that maximizes your benefit for your particular situation.

While more Social Security claiming strategies are available for married couples, this is also an important decision for a single individual.

There are also claiming strategies to consider in the event of divorce or when a spouse passes. We can help you work through the process to claim the benefit you’re entitled to. You’ll also get help notifying Social Security and adjusting the benefit if necessary.

Once you set your strategy, we can also help you or your loved one with the application.