Social Security Planning

Call Us: (502)254-1040


http://brokercheck.finra.org/

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. moneyconcepts.com/jschmidt jschmidt@moneyconcepts.com

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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