If you are looking on how to maximize your Social Security, obtaining an RSSA report for yourself or you and your spouse is the first step. Please feel free to fill out the form below to let me know your situation. We will set up an initial free consultation.
This form helps me understand what information needs to be plugged into the RSSA software and paint a picture for your unique situation. If you haven’t already do so, establish an online account with the SSA.gov site in order to download your lifetime “complete’ earnings, (not just your earnings) there’s a button there to do it. Save it to your device, I will need that to add to the report, if you choose to go forward. Feel free to call with any questions or concerns.
Here’s a blank customer info pdf for download
If you wish not to fill out the form at this time you can fill out the “any other pertinent facts” form below for a more non-committal conversation as well.
I look forward to helping you maximize your Social Security benefit and help you make your decision which age(s) to file easier, and put you on your way to getting every penny you deserve from Social Security.
Kind regards,
Kevin Walton