Dale Walker
Registered Social Security Analyst
Located In
Temecula, CA 92592, US
Professional Profile
Do You Have Questions About Social Security?
If you have questions about Social Security, you’re not alone! And, you’ve come to the right place. Navigating the decision to claim Social Security benefits can be confusing and, sometimes, overwhelming. Common questions are …
– What is the right age for me to claim Social Security?
– How will my decision to claim affect Spousal and Survivor benefits?
– Can I continue working while receiving benefits?
The answers to these and other Social Security questions are unique for each person’s and couple’s scenario. There is no “one-size-fits-all” solution. Understanding the many rules and requirements that apply to Social Security benefits before you claim is critical to avoid pitfalls and optimize your benefits.
To learn more about how some of our clients have been helped by working with a RSSA®, scroll down and click on the images and watch the videos to hear their stories.
Put the Power of the RSSA® Roadmap to Work for You!
Using our proprietary Social Security planning tool, the RSSA® Roadmap, various claiming strategies can be modeled for comparison to show how each will work over the course of your retirement. The RSSA® Roadmap results are illustrated in a detailed report showing analysis and recommendations. Armed with this information, you will have a clear plan to get the most from the benefits you have earned over a lifetime of work.
There are two options for using the RSSA® Roadmap Social Security planning tool:
Full-Service Consultation – this option is custom-tailored to your scenario. It includes an in-depth initial consultation to understand your scenario, the RSSA® Roadmap analysis showing specific claiming scenarios that you want to see, and a follow up consultation to review results. If you work with a financial advisor, the results of the RSSA® Roadmap can be provided for incorporating the Social Security claiming plan into your overall retirement plan. The fee for this service is based on the complexity of your scenario and the time needed to prepare the Roadmap results.
Do-It-Yourself planning – after an initial consultation to understand your scenario, you will receive access to the RSSA® Roadmap planning software. You can enter your information, run the Roadmap, and receive the results. There is a nominal fee for access to the Roadmap planning tool. If you decide later that you want help reviewing the Roadmap results, a follow-up consultation can be added.
To learn more about the RSSA® Roadmap and what it provides, click the button above – RSSA® Roadmap – and watch the video entitled, “Here’s how it works!”
Let’s Get Started
To start the process with me for help with your Social Security scenario, simply complete the Contact Me form on this page or call the number above. I look forward to hearing from you!
About Dale and RSSA®
My work as an RSSA® is primarily that of education and coaching to help you make the best choices for claiming your Social Security benefits. You can read reviews below from some of my clients.
I am located in Temecula, California and work with clients throughout the state of California, and across the United States. Anywhere someone needs help with their Social Security benefits, I can help.
The designation of RSSA® is a professional credential conferred by the National Association of Registered Social Security Analysts (NARSSA). The RSSA® designation is given following extensive coursework and a proctored exam where knowledge and skill in the subject of Social Security must be demonstrated. Continuing Education is required to maintain the RSSA® credential after it has been earned.
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
Dale Walker gave thorough and useful information and answered all my questions so I could really understand my Social Security benefits and how the way the Social Security system calculates benefits. I found that it was especially helpful to receive information that was in depth regarding how Social Security benefits and other forms of income earned while receiving Social Security could effect my taxes.
I now feel ready and have a plan going into my 60s so I can get the most out of my benefits. While reading the Social Security website is helpful, it is so much better to talk and ask questions to get a good idea of what you want to do, and I am very thankful I was able to discuss my particular situation and options available to me with Mr. Walker. It was an excellent educational session that I believe will lead to less financial problems for myself in retirement.
Dale is very knowledgeable and easy to talk to. He put together a detailed and thorough analysis for me and my husband that is invaluable for helping us make the decision on when to file for social security. He walked through it with us explaining how the calculations were determined. He also identified a couple of things we need to pay special attention to when working with the SSA to file. He was generous with his time and offered to collaborate with our financial planner.
We highly recommend Dale.
Dale was exceptional with providing and explaining the reports needed for us to make the correct decision on when to draw Social Security, he took to time to review each scenario and made sure we understood each option.
Highly recommended!
Dale’s in depth review helped me and my wife decide on the best course to take on our Social Security. The different options and analysis were
Very helpful.
Dale was excellent to work with! He was patient with me in the pre-meeting process of creating my Social Security account, and in helping me gather and download the info he needed to create my Roadmap analysis. Prior to our meeting, he guided me through the various reports he sent me so that I would be informed and know what questions to ask when we did meet. During the meeting itself, he thoroughly explained the details found on the reports, and ran me through a number of different scenarios that applied to both myself and my wife’s benefits. I came away from the meeting with a better understanding of my options, and will be back in touch with him once I get closer to drawing my Social Security benefits.