Get More out of Your Social Security Benefits

An online video class to help you lower your taxes, maximize your benefits, and plan your income.

Choosing the best Social Security strategy for your situation can be overwhelming.

This is made all the more difficult by conflicting financial advice and increasing complexity about how and when to claim. Since we started this class in 2012, we've seen the same uncertainty time and time again: How do I know I’m getting the most out of my Social Security?

In this on-demand video class, you will learn how to:

  • Lower your tax bracket in retirement
  • Maximize your benefits
  • Plan your retirement income
  • Select your claiming strategy
  • Coordinate your other retirement income sources for the most tax-favorable outcome
  • Avoid paying nearly 50% in taxes on retirement distributions
  • Navigate recent legislation changes and how they affect your options
  • Plan for how Social Security will affect your spouse
Enter your information below to get instant access to the complimentary video class.

“Perhaps the best overall presentation we have ever attended. You included a lot of critical material in an understandable format. Excellent job!” 

- Elaine R.

“Best class I have attended on retirement.”

- Mary T.

“I was skeptical that the information would be helpful, but it was very valuable! Thank you!”

- Arjun L.

“They brought up tax considerations I wasn't aware of.”

- Edgar N.

“Great information and helpful scenarios. No heavy-handed sell.”

- Dan G.

About The Video Class

There are hundreds of ways to file for Social Security, and each strategy alters not only your income in retirement but also your tax situation.

The average household retiring today receives $601,000 from Social Security over the course of their retirement, according to the Urban Institute. Most people will either gain or lose over $100,000 in benefits depending on how they make this one decision.

This shouldn’t be an afterthought, but sadly for most, it is.

The impact of not knowing the best strategy could be the difference between not going on that trip you’ve dreamt of, or traveling to see the grandchildren as frequently as you desire.

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