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.
-Kevin Walton
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.
Did you know the Social Security Administration can answer questions but is not allowed to give advice? Getting answers can be frustrating, confusing and time consuming. An RSSA, or Registered Social Security Advisor through NARSSA, can serve as an advisor, get answers for you and make personalized reports giving side by side benefit comparisons for a single person, or a couple, with a break-even chart showing monthly, annual and lifetime totals for various year combinations.
When originating reverse mortgages, I constantly get social security questions when speaking to my clients and I would advise them to find a specialist but there aren't any to be found. Now as an RSSA, I can educate my clients, referral partners on both subjects and be more of a resource to the community.
So, whether you have a question on your own social security retirement benefit, a spousal, survivor, child's benefit or other topic such as the WEP and GPO penalties when working for a state employer, I can help. There are over 2700 rules on social security, it can be difficult to navigate and having an independent report to compare to your own data versus what's in the social security database is an important tool to have. Feel free to contact me for a free 15 - minute consultation by emailing me or click the link below.
Kind regards,
Kevin Walton