Maximize Your Social Security for Retirement
Get the peace of mind you deserve.
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Your Guide to a More Secure Retirement
Determining when to claim your benefits can be challenging. You don’t want to make the wrong decision that can impact the rest of your life. Your Registered Social Security Analyst® will help you navigate these pitfalls and answer questions you don’t know to ask. Your social security advisor will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind.
Trained Social Security Advisors
RSSAs have received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, they must pass a proctored exam in order to earn their RSSA credential. The training curriculum meets QAS requirements and is accepted for self-study in all states for CPAs by NASBA, the National Association of State Boards of Accountancy; for Enrolled agents and PTIN holders by the IRS; for CFPs by the Certified Financial Professionals Board, for the AIF, AIFA and PPC credentials by Broadridge Fi360, and for Insurance CE Credits on a state by state basis. Click here for state specific insurance continuing education monitoring requirements, forms and other information.
How Your RSSA Will Help You
1. Consultation
2. Run Analysis
3. Optimization Plan
Did You Know?
Optimize Your Social Security Benefits with Confidence
We can help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. We help clients determine when they should file and start collecting Social Security based upon their unique situation and historical earnings records. Everyone’s situation is unique. Whether you are single, married, divorced, widowed or a self-employed business owner, an RSSA® can help you get every dollar you are entitled to from the government, and optimize your benefits.
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