Social Security Planning

The lifetime value of Social Security is far greater than people realize – despite the fears of Social Security “going broke” and the increasingly prevalent need for reform.  Baby Boomers still have an opportunity to make Social Security a viable component of their overall retirement plan.

Answering the most critical question – when do I start? – requires a thorough understanding of the ins and outs of the system and a well-thought-out game plan.  Women, in particular, rely heavily on Social Security and need to make sure they participate in customized Social Security planning.

ICM’s custom-built Social Security analysis tools can help you:

  • Determine when is the best time to start your benefit
     
  • Maximize your lifetime benefit for you and your spouse
     
  • Coordinate spousal benefits
     
  • Understand taxes on Social Security benefits
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