Who qualifies?

Those with Social Security questions.

What do you get?

• You will be provided with answers.  An RSSA® will provide 20 minutes of support that will add clarity to your Social Security questions. A Social Security analysis is not included.
• A fee will apply.

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Who qualifies?

• Single
• Divorced
• Widowed

What do you get?

• Explanation of the Social Security rules, benefits and eligibility.
• Claiming strategy options including monthly, annual, and lifetime benefit amounts for each.
• Strategies to avoid reduced benefits.
• When & how to file for your benefit options.
• During the 45-minute final consultation with your RSSA®, we’ll educate you and discuss your benefits, helping you understand your best claiming options.
• You’ll receive a customized, hard-copy presentation outlining your plan.

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Who qualifies?

• Married
• Head of Household*

*Children are considered eligible if under 18; under 19 and in high school; or disabled prior to age 22.

What do you get?

You receive all of the features included with the Individual Plan, plus:

• Strategies specific to spousal and survivor benefits.
• Understanding benefits for children and family maximums.
• Longevity scenarios.
• Cost of living adjustments.
• Possible Pension reduction calculations.

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Who qualifies?

• Business Owners
• Self-Employed

What is a SETARA^® Plan?

With the SETARA^® [Self-Employed Tax and Retirement Analysis] plan, we analyze how the earned income you are reporting from your business to the IRS impacts your future Social Security retirement benefits. We provide a written plan, recommending what future earnings should be taken and how to restructure your business if required.

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