Social Security Planning

Call Us: (502)254-1040

Planning for your Social Security Benefits

Let us help you optimize your Social Security benefits:

  • Computing your optimal benefit
  • Understanding that Social Security may be a joint lifetime benefit
  • Understanding that the reduction for taking benefits early is permanent
  • Understanding how wages earned affect Social Security benefits
  • Understanding the tax liability of Social Security benefits
  • Aligning your election strategy with your overall retirement planning

All securities through Money Concepts Capital Corp. Member FINRA/SIPC. John P. Schmidt CPA PSC is an independent firm not affiliated with Money Concepts Capital Corp.

Planning for the future is important, and understanding Social Security benefits are crucial to help you plan for your retirement. Contact us today for more information.

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