Social Security Maximization

The Social Security program was originally established to provide the base financial protection for working people and their families when earnings are lost due to retirement.

Social Security can be more than just retirement income. The system provides many different benefits to workers and their families. Social Security provides income to disabled workers and families, and in some cases, income to surviving spouses and children of workers who have died.

For those who qualify for benefits, Social Security is a retirement income source with choices and therefore some degree of control. Managing your Social Security is often the foundation or starting point of the retirement income analysis.

But not everyone understands how Social Security benefits work– or how to help maximize the value of these benefits. And when you add a spouse to the picture, your planning can become quite complex. To learn more about:

  • Learn When Should You Take Social Security
  • Learn Effective Strategies for Spousal Planning
  • Plan for Social Security Benefit Reductions

Simply download our 2014 Tax Strategies White paper and one of our assistants will extend an invitation to qualifying individuals to learn about our upcoming Social Security Seminars.

This document is designed to provide general information on the subjects covered. Please note that Accelerated Wealth, LLC and agents of Accelerated Wealth, their affiliated companies, and their representatives and employees do not give legal or tax advice. Please see your tax advisor or local attorney for your own situation.

In addition, please visit your local Social Security Administration office or visit www.ssa.gov for your particular situation.

Do you know seven possible sources of retirement income?

1. Social security (the base)
2. Employer pension (less common today)
3. IRA or 401(k) income
4. Roth IRAs
5. Nonqualified assets
6. Continued employment
7. Welfare or charity, if necessary

Contact Us

Looking for more information? Please call 573-355-9524.