Optimize your benefits with advice.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Dale Johnson
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:
At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.
DALE JOHNSON
ENROLLED AGENT (EA), REGISTERED SOCIAL SECURITY ANALYST (RSSA®), FOUNDER & PRESIDENT
Dale has been preparing income tax returns for more than 35 years and established the firm in 1988. The firm specializes in preparing personal and small business returns and leverages tax planning strategies to minimize taxes owed to help clients achieve their financial goals.
Dale graduated from the University of Maryland, College Park, in 1982 with a B.A. degree in Law Enforcement. He currently holds a M.S. degree in Safety Engineering and is an IRS registered Electronic Return Originator (ERO) and Enrolled Agent.
Effective 12/19/2023, Dale completed the requirements to become a Registered Social Security Analyst (RSSA®). Registered Social Security Analysts are an elite group of advisors trained to help Americans maximize their Social Security benefits.
EXPERTS IN SOCIAL SECURITY
Registered Social Security Analysts® have studied the complex laws and rules of Social Security – and passed the national RSSA® Competency Exam administered by the National Association of Registered Social Security Analysts.
RSSAs can help clients receive tens of thousands of dollars or more in additional Social Security benefits. Dale is now qualified to guide people through the complex considerations involved with Social Security claiming strategies. RSSAs help individuals and couples understand how to make decisions about when to retire, how to claim spousal benefits, and how to navigate Social Security regulations to maximize their benefits.