Social Security

Social Security is an item we need to keep an eye on. It can get complicated with over 100,000 rules governing social security. The two big items to understand are the windfall elimination provision and the government pension offset.

Our advisors are experienced with social security issues and have access to software tools that help with decision making. It matters if you have been employed in a job that social security was withheld. Further, it matters how many years you worked at that or other jobs in which social security was withheld.

Let's have a conversation so you understand where you are.