Social Security Management

– Finding the best available options for your and your family –

One of our specialties at Investment Concepts, Inc. is helping you with retirement and social security management. We will conduct a specialized and independent analysis of your Social Security benefits to make sure you're not leaving any benefits on the table. Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances. Nearly 61 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.

Investment Concepts, Inc. Elite Advantage: To maximize the timing and distribution of your income, including government programs such as Social Security and Medicare.

With so many variables going into how much social security benefits you can receive, it can sometimes be overwhelming trying to make financial decisions. That's where we can come in. By analyzing all 567 options that can affect your social security benefits, we can figure out what proactive steps you can take now to make sure you're covered.

Many factors contribute to how much you receive in benefits including:

  • Age you apply for benefits
  • Whether you are married
  • Getting benefits while working
  • Different kinds of earnings (farm work, federal government employment, military service, self-employment, etc.)
  • Government Pension Offset (GPO)
  • Income tax and your social security benefits
  • Maximum taxable earnings
  • Pension, annuities, interest, and dividends
  • Social Security credits
  • Windfall Elimination Provision (WEP)

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*SagePoint Financial, Inc. does not offer tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.

Sources: Fast Facts & Figures About Social Security, 2016; Retirement Planner: Factors That May Affect Your Benefits.

Social Security Fact Sheets

Below you will find regularly updated articles related to various financial concepts and strategies reflecting the most up-to-date facts, figures, legislation, economic trends that affect your financial well-being:

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