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Social Security

Most of my clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Age 66, or Full Retirement Age (FRA)
  • Age 70

Unfortunately, in nearly every circumstance, none of these three ages will actually get them their maximum lifetime benefit. Instead, your maximum lifetime benefit is found by running over 20,000 calculations and exploring advanced strategies such as Restricted Application and File and Suspend. Your customized Social Security Maximization report will let you know EXACTLY when and how to file for benefits to achieve your maximum lifetime income. [Learn More]