Social Security Optimization

Knowing the best time and way to start taking your Social Security benefits is one of the most important steps in retirement planning. The difference between the best method and the second-best method of collecting Social Security could mean an extra $100,000 or more in benefits over the course of your lifetime.

Yet, even if you’ve determined the best time and method for taking Social Security based on your age, earnings, and other relevant factors, you still won’t get optimal value from your benefits unless you’ve also coordinated them properly with your broader retirement income strategy.

That’s where we come in. At LifePlan & Retirement Services, we’ll work with you to make sure all your savings and investment vehicles are aligned with your Social Security strategy in a way that optimizes the value of your benefits and strengthens your retirement income plan overall.

To learn more, read our free Special Report, Social Security and Your Investments: What You Need to Know.