Social Security Planning

Maximize Your Benefits for a Stronger Retirement

When it comes to Social Security, timing is everything. At Haynie Wealth Management, we help you make informed decisions about when and how to claim benefits, ensuring you get the most out of your retirement income. With a data-driven approach and a focus on your unique goals, we create a Social Security strategy that supports your long-term financial security.

Are You Asking Yourself...

  • Is Social Security Going Away? Will my benefit be Reduced?
  • When should I Begin my Social Security benefit?
  • How is my Social Security benefit Calculated?
  • Should my Social Security benefit impact my Investment Strategy?
  • Why does my Normal Retirement Age (NRA) matter?
  • How will my Social Security benefit be Taxed, and can I minimize the Tax Impact? 
  • What is COLA and how will it affect me?
  • If I continue working, how will it impact my current or future benefits?
  • How should I maximize Spousal and Survivor benefits?
  • What are options if I already started my Social Security benefit?

How We Help You Optimize Your Benefits

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Claiming Strategies

We analyze your options to determine the best time to start collecting benefits.

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Tax Planning

We help you minimize taxes on your Social Security income by coordinating withdrawals and distributions.

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Spousal and Survivor Benefits

We guide you through special considerations to ensure you and your loved ones receive the maximum possible support.

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Longevity Planning

We account for long-term needs so your benefits support you throughout retirement.

Make the Most of Your Social Security

Let us help you create a strategy that fits your financial goals.

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