Social Security Planning

If you are considering retiring and applying for Social Security there are many options to consider for your benefits.

Let us run a Social Security Calculator for you.

Eligibility

• Requirements include having 40 quarters of wages that were subject to Social Security payroll taxes  (quarters do not need to be consecutive)
• Benefits are calculated based on the average of the 35 highest years of earnings.
  

Understanding the Terms

Full Retirement Age (FRA) is the age when you are entitled to receive your full Primary Insurance Amount (PIA)

What You Get
This tool will show scenerios of when and how to take your Social Security that works best for you (and your spouse, if applicable).
Your report will show you:
- the Value of Waiting
- the “Break-Even” Age
- the Longevity of Retirement Years exceeding Working Years
- and more.

What You Need To Do
Call to set up an appointment. 231-720-0619
Provide a copy of your Social Security Benefit Statement (SSA-1099)
(Go to SSA.gov)

Clients of Braeburn Wealth Management receive this report at no charge.
Other sources charge a minimum of $200 to run this calculator for you.