Who Benefits From Social Security Planning?
Anyone who qualifies to receive Social Security benefits and either hasn’t yet elected to receive their benefits or is within the first 11 months of receiving them can benefit from a detailed analysis and plan, including:
- Married couples who want to understand which options will benefit them the most
- Business owners who pay themselves little and put all or most of their money back into their business
- Immigrants who want to learn what they need to do in order to qualify for benefits
- Retirees who provide full time care for their minor children or grandchildren
- Widows and widowers with minor children
- Widows and widowers age 60 or older (age 50 or older if disabled)
- Recently married same-sex couples who want to know more about their newly qualified benefits
- Divorcees close to retirement and were married over 10 years
- Disabled persons who are unable to work
- Ex patriots who plan on retiring overseas or who have worked overseas
- People with unique situations who want to learn the best strategy for maximizing their benefits