RSSA Social Security Plans

Very few people get all the Social Security they’re entitled to. Make confident decisions with an RSSA Social Security Plan.

Our Plans

Have questions? Schedule a free consultation to learn how an RSSA can help you maximize your benefits.

20 Minute Ask-an-RSSA

Get Started

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.

Cost

$50 for the 20 minute call.

Schedule a call to get started.

Individual Plan

Schedule Call

Purpose of this call:

  • Learn about the Individual Optimization Plan.
  • We will provide you with a quote for this service.

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.

Schedule a consultation to learn more.

Combined Plan

Schedule Call

Purpose of this call:

  • Learn about the Combined Optimization Plan.
  • We will provide you with a quote for this service.

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.

Schedule a consultation to learn more.

SETARA™ Plan

Schedule Call

Purpose of this call:

  • Learn about the SETARATM [Self-Employed Tax and Retirement Analysis] plan.
  • To get a quote for a SETARATM plan for your business.

Who qualifies?

  • Business Owners
  • Self-Employed

What is a SETARATM 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.

Schedule a consultation to learn more.

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 Experts

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; and for CFPs by the Certified Financial Professionals Board.