Mutsuko Uehara
RSSA / Financial Professional
WSB SoCal Financial Education Center
6131 Orangethorpe Ave Ste 160
Buena Park, CA 90620, US
Professional Profile
Mutsuko Uehara has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Mutsuko has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Mutsuko will help you navigate these pitfalls and answer questions you don’t know to ask. Mutsuko will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Mutsuko Uehara — a trained advisor — for a consultation. If you decide to engage Mutsuko Uehara, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.
Upcoming Events
Optimize Your Social Security Income workshop #1 @2pm ( in person )
Sunday, July 28, 2024 2:00 PM PT
San Diego City Heights / Wingarts Branch Library
Description: OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Maximizing your Social Security is more difficult than most people think. The 2,728 rules are complicated, particularly if you're married, divorced, self-employed, have a disability, have a pension, or are a first-generation American. 18 yrs old and up are welcome to join. All attendee are eligible to get a complimentary and private consultation with Mutsuko Uehara, RSSA® - An expert in Social Security rules and regulations.
RegisterOptimize Your Social Security Income workshop#2 @3:30pm ( in person )
Sunday, July 28, 2024 3:30 PM PT
San Diego City Heights / Wingarts Branch Library
Description: OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Maximizing your Social Security is more difficult than most people think. The 2,728 rules are complicated, particularly if you're married, divorced, self-employed, have a disability, have a pension, or are a first-generation American. 18 yrs old and up are welcome to join. All attendee are eligible to get a complimentary and private consultation with Mutsuko Uehara, RSSA® - An expert in Social Security rules and regulations.
RegisterFinancial Literacy workshop#5 UNDERSTANDING ASSET ACCUMULATION STRATEGIES ( in Person )
Monday, July 29, 2024 10:00 AM PT
City of Cerritos Senior Center in Cerritos, CA
Description: Accumulating wealth & the COST OF WAITING ??Looking at HISTORICAL returns, AVERAGE returns, & YOUR returns ??Strategies and MINIMIZING RISK **This is collaboration with the Senior Center , ONLY 50 yrs old and up to attend and MUST register with the center.
Financial Literacy workshop# 6 FULFILLING LONG-TERM GOALS ( in Person )
Monday, August 5, 2024 10:00 AM PT
City of Cerritos Senior Center in Cerritos, CA
Description: Planning for the cost of HIGHER EDUCATION ??PENSIONS, IRAs, ANNUITIES and more ??ROLLOVER options ??Understanding the TAX IMPACT **This is collaboration with the Senior Center , ONLY 50 yrs old and up to attend and MUST register with the center.
Financial Literacy workshop #7 : Optimize Your Social Security Income ( in Person )
Monday, August 12, 2024 10:00 AM PT
City of Cerritos Senior Center in Cerritos, CA
Description: OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Maximizing your Social Security is more difficult than most people think. The 2,728 rules are complicated, particularly if you're married, divorced, self-employed, have a disability, have a pension, or are a first-generation American. All attendee are eligible to get a complimentary and private consultation with Mutsuko Uehara, RSSA® - An expert in Social Security rules and regulations. **This is collaboration with the Senior Center , ONLY 50 yrs old and up to attend and MUST register with the center.
Optimize Social Security Income ( in person )
Wednesday, August 28, 2024 9:30 AM PT
East San Gabriel Valley Japanese Community Center
Description: OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Maximizing your Social Security is more difficult than most people think. The 2,728 rules are complicated, particularly if you're married, divorced, self-employed, have a disability, have a pension, or are a first-generation American. All attendee are eligible to get a complimentary and private consultation with Mutsuko Uehara, RSSA® - An expert in Social Security rules and regulations.
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.
She was so kindly and hospitality person
She is family oriented, caring, kind, and most importantly no pressure, she makes us feel comfortable to talk. We were financially educated (thank you for your patent also Mutsuko San!) able to choose the best plan for us. Thank you Mutsuko sann!
Mutsuko was very thorough in helping me to understand and realize what I needed to do to apply for Social Security benefits. She also helped me understand the best way to maximize my benefits. She was very communicative throughout the process and I appreciated her professionalism.