Social Security Analysis

Registered Social Security Analyst

Claiming Social Security is a complicated and daunting task for most individuals. There are 2,728 rules which govern how benefits are determined and thousands of claiming strategies. As a Registered Social Security Analyst, RSSA®, I can help you uncover the optimal claiming decision to ensure you receive every dollar that you have earned and are entitled to.

 

Personalized Analysis: I can analyze all of your claiming options and Social Security rules that impact your benefits.

Consultation: I can review your results, educate you on the rules that may impact your decisions, and answer all of your questions.

Optimization: I can help you choose an optimal claiming strategy based on your needs and goals for your planned retirement.

<Sample personalized analysis repo

For 4/15/2025 Millbridge presentation, <click here>

See the Kiplingers article describing the value of an RSSA®.