Social Security Simplified
Social Security Advice
Social Security and its related disability programs are complicated. Our network of independent FEE-ONLY advisers can help you with all aspects of social security planning. You will be able to speak with a dedicated expert in social security and get a personalized plan. In addition, we can create an integrated retirement plan for you and help you manage your investments whether it be in a 401(k) account, IRA or Roth IRA. Our FEE-ONLY network also provides financial planning services, portfolio management, tax and legal services.
Click here to ask a FREE question or visit 1800ADVISER.COM and select the FEE-ONLY adviser you would like to speak with.
→ WE CAN HELP YOU MAXIMIZE BENEFITS
Our independent Fee-Only advisers can help you determine the right strategy to maximize your benefits and reduce your taxes. We show you how to make the best choice, can tell you when to file, what to file, and even fileefor you.
→ ARE YOU UNSURE OF THE BEST AGE TO START TAKING BENEFITS?
The decision of when to take benefits is a personal one that depends on a number of factors, including your financial situation, your retirement goals and life expectancy. Our FEE-ONLY financial advisers can review options available to you and help you decide the best option to maximize your benefits.
→ IS SOCIALSECURITY-ADVISER.COM AFFILIATED WITH THE GOVERNMENT?
SocialSecurity-Adviser.com is a trusted source with no government affiliation. The government's web site is located at SSA.GOV and they can be called at 1-800-772-1213.
FEE-ONLY Network
If you want to be immediately connected to a FEE-ONLY adviser, you should visit 1800ADVISER.COM. The web site lists the biography and specialty of our network, and you can choose 1 or more members to speak with. To find out more watch our video, ask TheAdviser.com or visit 1800ADVISER.COM.
Our Social Security & Retirement Plan Services
Review Your Work History and Record
If you believe your Social Security is lower than it should be, it may be because the SSA office does not accurately have your work record. Although rare, this issue does occur more often with self-employed persons or those that worked at smaller companies who failed to accurately report.
Review Election Decisions Upon Retirement Age
The earliest age you can get social security is 62. If you elect to get payments, your monthly payments will be reduced by a certain percentage. If you want until you are 67, you will get full benefits. We can review which option makes the most sense for you.
Hand-Hold You Through The Application
Although applying for Social Security is relatively simple, you may want the comfort of having someone navigate the process for you including submitting the necessary paperwork to the Social Security Agency. We will help you for a small fee.
Social Security Tax Planning & Reviews
If you are working or have income, some of your social security benefits may be taxable. This will reduce your after-tax income. Our FEE-ONLY financial advisers and CPAs can develop strategies to minimize or even eliminate the tax.
Spouse or Dependency Determination
If you are eligible to receive benefits as a spouse or dependent, a FEE-ONLY adviser can help you understand the rules for earning above a certain threshold while receiving benefits and assist you in planning your work and retirement.
Assist with Appeals & Disputes
If you have a problem with your benefits or disagree with a decision made by the Social Security office, a FEE-ONLY adviser or an attorney may be able to help you understand your options for appealing or disputing the decision.
Do you have a question about Social Security or Retirement Planning?
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