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Social Security Claiming Strategies

  • Our certified national Social Security advisory training helps you optimize your benefits.
  • Widow/widower benefits planning: How and when do you become qualified?
  • Ex-Spouse benefits: Explaining eligibility criteria.
  • Windfall Elimination Provision (WEP): A threat to some.
  • Government Pension Offset (GPO): Navigating possible benefits reductions.

Claiming benefits isn’t just an age thing. It’s a tax-efficient income thing. Once you make a claim (and it’s the wrong one,) it is almost always irreversible. Take time and make certain you’re making the right choices.