SOCIAL SECURITY PLANNING

Social Security is one of the largest assets retirees have.  Your Social Security claiming strategy can add as much as hundreds of thousands of dollars to your bottom line during your retirement.

Our RETIREMENT PERMISSION SLIP helps to provide clarity to your Social Security options so you can make the best decision for you when it’s time to turn on your benefits.

  • What is Provisional Income and how is it determined?
  • How will your Social Security affect your other retirement income sources?
  • Will your claiming strategy increase or decrease your tax bill in retirement?

We’ll help you answer these questions, as well as help you assess how your Social Security strategy impacts other critical areas of your plan.

From how much you’ll pay for Medicare premiums, to Roth conversion opportunities, to what happens to your plan when the first spouse passes away.

The RETIREMENT PERMISSION SLIP will help clarify how to optimize your retirement income, while potentially reducing your taxes in the process.

*This website is not endorsed or approved by the Social Security Office or any other government agency.

💰 Want to learn if the TWW RETIREMENT PERMISSION SLIP can help you maximize your Social Security? Click here to get your RETIREMENT PERMISSION SLIP.