Social Security Solutions, LLC

Social Security Analysis

A SOCIAL SECURITY ANALYSIS REQUIRES THE FOLLOWING INFORMATION FROM YOU:

  1. Complete and send the Information Form: Select “Click to get the form” below. One for each member of a couple. It comes directly to me when you hit SEND at the end of the form.

2. Social Security Statement :  Sign in to your My Social Security account OR create a “My Social Security” account at WWW.SSA.GOV to access your “Statement”. Scan and email the Statement(s) to sshelp01@icloud.com. SS Statement Example

3. Full Earnings record: Scroll down to “Earnings-review your full earnings record now” in your “My Account”. Scan and email the Full Earnings Record to above email address.

I will acknowledge receipt of your Form(s), Social Security Statement(s), and Full Earning Record(s) when received.

NOTE: There is no personal or ID information on your printed Social Security Statement.

Get Started by filling out this form

Fill out the form and hit “send”. You should see a “successful send” alert after hitting “send”.

Click to get the form

Retirement Analysis Explanation

This is a detailed personal review of clients’ options as they approach retirement age. It is specific to the individual or couples involved and reveals what benefits will be available and when, so it can be incorporated into their portfolio and financial plans. While this analysis can be provided at age 62 through 66, it is usually best to have the information prior to age 62 (age 60 widow/er) to utilize all possible options.

The analysis provides the following information:

Retirement benefit options available at ages 62 through 70.
What income affects Social Security benefits and when.
How spousal benefits are figured if the client is also eligible for retirement on own account.
Explanation of break even points if benefits are taken at age 62, age 66 (full retirement age) or age 70.
Delayed retirement credits (DRCs) and voluntary suspension.
How special wage payments (deferred income, vacation pay, sick pay, stock options, etc.) affect retirement benefits.
Guidance for self-employed or Corporate Officers on how SSA determines eligibility for retirement benefits.
Widow(er) benefits and the choices available to widow(er) when utilizing DRCs.
Medicare Part A, B, D, Medigap coverage, and the enrollment periods.
The information is specific to the client’s particular financial situation so they can make informed decisions.
In addition, clients have an open door to contact me any time in the future for guidance BEFORE dealing with the Social Security Administration so they can confidently navigate the Social Security system.