4 simple questions to determine your next best steps
YOU ARE ELIGIBLE FOR SOCIAL SECURITY BENEFITS
You became eligible on your 62nd birthday.
YOUR ARE NOT ELIGIBLE FOR SOCIAL SECURITY BENEFITS YET
You will become eligible on your 62nd birthday.
Your Social Security strategy should be reviewed in your late 50s. Continue with this tool to determine how to prepare your Social Security strategy.
What is PIA?Your PIA is the benefit dollar amount you would receive if you elect to begin receiving retirement benefits at your normal retirement age.
How to determine your PIAThe Social Security Administration has a useful tool to help you calculate this number if you don’t know it already.
Click this PIA Estimator Tool and a separate window will open where you’ll be able to quickly determine your number and enter it here.
Your assets and financial positions are major factors to setting a strategy that makes sense. Most people don’t want to put that into an internet form and we want to respect your privacy.
So, if you’ll allow, one of our financial professionals can call you to better understand your situation and send you a complete Social Security Analysis. Simply enter your phone number below.
Medicare & Social Security are complex, but you don’t have to deal with them by yourself. We’re here to do all the heavy lifting for you.