Social Security is a crucial part of your retirement strategy. You must be an informed as to the correct claiming options and optimal approach to your or spousal benefits.

This simple six-step process must be followed to be sure you are on the right track and have all the bases covered.

What are the 6 steps:

Step One: Create your online account with S.S.

Step Two: The benefit amounts go in your S.S. Planning Report Step

Three: Understand the Report.

Step Four: Integrate step three (your finalized) S.S. report/s into your Retirement Income Report

Step Five: Build your optimal plan from the income report

Step Six: Review annually for compliance, rule changes, changes in retirement timing, health, etc.