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SOCIAL SECURITY SPOUSAL ANALYSIS REPORT

SOCIAL SECURITY SPOUSAL ANALYSIS RepORT

Find out what you need to know to make the most out of your retirement benefits.

  • Our report shows you how much Social Security you and your spouse stand to receive over your joint lifetime at various claiming ages
  • Our report shows the interplay of spousal benefits vs. collecting your own benefit
  • Our report shows your survivor benefit and how to maximize this benefit

When should I apply for Social Security is one of the biggest questions baby boomers face as they prepare for retirement.  We can help answer this question for married couples with our Customized Spousal Social Security Report.  We offer this stand-alone report for just $175.  For an additional $75, we can discuss the results together via a telephone conference or online meeting.  

Click this link to see a sample Customized Spousal Social Security Planning Report: Sample Spousal Planning Report.pdf