Social Security planning is crucial to preparing clients for retirement

“Let’s look at a hypothetical married couple, Thomas and Mary, with a complete understanding of their Social Security situation as we review claiming strategies to maximize their income from Social Security. We will also show them the importance of proper protection planning as a survivor benefit. The following Social Security analysis has been prepared in accordance with standards established by the National Association of Registered Social Security Analysts. The RSSA Roadmap provides benefit estimates by considering historical earnings, future assumptions, and conditions provided by the client and advisor to determine optimal Social Security benefit claiming dates and strategies. The RSSA Roadmap is based on current Social Security law…”

Published by Pamela Kweller, RSSA®

Pamela Kweller is the Content & Community Manager at RSSA. She is also certified as a Registered Social Security Analyst®. The mission of RSSA is to help Americans get the maximum Social Security income they have earned, enabling them to enjoy their lives more fully. Contact Pamela: