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Social Security Planning
Health Insurance and Medicare
Tax Planning
Long Term Care
Retirement Income Planning
Estate Planning

Social Security Planning

 There are a lot of important factors to consider when planning for retirement and making informed decisions about your social security benefits is paramount. Choosing when to retire is a significant and personal decision. Choosing when to start receiving your Social Security benefits is also a very important decision as the payouts and taxes can vary greatly from person to person based on your situation. We will provide guidance and help you maximize your social security benefits with your unique circumstances in mind. 

Social Security Planning Consultation

  • We will look at the full scope of your retirement plan to assist you with your social security planning decisions.
  • Review your Social Security Earnings & Benefits statements, so you have a complete understanding of your options.
  • When should you start receiving your benefits? Our Local Retirement Pros will help you assess the impact on declaring prior to Full Retirement Age, at Full Retirement Age, or delayed until after Full Retirement Age.
  • We will help you understand and put you in the best situation in regard to spousal benefits.
  • How does health and life expectancy factor into your decisions?
  • The effects of Medicare and health insurance on your Social Security Plan.
  • We will explain how your SSI will be taxed and how it will impact your overall retirement plan from a tax perspective.
  • How to maximize your benefits over your lifetime.
  • Your situation is Unique and your Social Security Plan requires Unique solutions based on your own situation.

Social Security Planning

The Local Retirement Pros can help you get a develop a Social Security Plan tailored to your unique situation so that you can retire with confidence.


Preparing for your retirement years should be stress-free. Let us help you.

Contact us to make an Appointment

Contact Us

BGK Financial

Bruce Kaserman

2500 Lakevale Drive Vienn, VA 22181

(703) 242-3659

www.bgkfinancial.com

kaserman@bgkfinancial.com


Web Site by Steve Kastell, KastellSystems.com, (732) 513-8525


Copyright © 2022 BGKFinancial - All Rights Reserved.


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