Search Site
Menu
Category Archive
Retirement Benefits Planning
1 - 7 of 7
Page 1 of 1

Social Security: What professional women need to know

Investment News – August 7, 2014 “The right claiming strategy can significantly increase lifetime benefits.   When Social Security was created in 1935, the typical American family had a working husband, a stay-at-home wife and a houseful of kids. Today, 40% of mothers are either the sole or primary source of income for their families Read More

Read More

Tax Trick – When to Start Social Security

Financial-Planning.com   August 5, 2014 “Most seniors claim Social Security at age 66 or earlier but they don’t have to do so. “I typically recommend that clients wait until age 70 to take benefits,” says Mark Lumia, CEO of TrueWealth Group in Lady Lake, Fla. The obvious reason to wait is an 8% annual increase Read More

Read More

Breadwinner Approaching Social Security Retirement Age? – “File & Suspend” – Part 2 of 2

December 20, 2010 – From Retirement Income Visions The “file and suspend” strategy is a viable solution for maximizing a married couple’s Social Security benefits, however, it’s not without risk. Specifically, a potential downside of using this strategy is (1) premature death of the breadwinner or (2) the couple’s premature death between age 70 and Read More

Read More

Breadwinner Approaching Social Security Retirement Age? – "File & Suspend" – Part 1 of 2

December 13, 2010 – From Retirement Income Visions By using “file and suspend” a married couple can increase the overall Social Security benefits that they receive. “By employing this strategy, a couple can start the spousal benefit while enabling the breadwinner to increase his/her FRA benefit by 32%. ”  READ MORE HERE 

Read More

Five Myths About Retirement – It's Likely to Cost More Than You Think It Will

Wall Street Journal – May 24, 2014 It’s not all golf and grandchildren. Many people spend years planning for retirement and think they have it all figured out, until they actually retire. Here are a few areas where retirees don’t know as much as they think they do. READ MORE HERE

Read More

The Payoff in Waiting to Collect Social Security

From the New York Times – November 15, 2013 If an insurance salesman offered a product with a guaranteed income of nearly 7 percent for life, it would be foolish not to question whether it was too good to be true.   But the fact is, such a product exists.   And it’s “on sale” right now, Read More

Read More

An Annuity Plan Called Social Security – Deferring Benefits Can Yield a Significant Advantage – from The Wall Street Journal

“Know how to get a great deal on an annuity today?   Tap your 401(k) or IRA for living expenses in your first few years of retirement so you can postpone taking Social Security. Most people start their Social Security benefits as early as possible, at age 62, or at least by their “normal” retirement age, Read More

Read More
1 - 7 of 7
Page 1 of 1
Contact us

Please fill out the form below and one of our attorneys will contact you.

Quick Contact Form

Testimonial
  • "Ms. Wall has been of great assistance in competently preparing our family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients who characterizes a great attorney and counselor."  -LN

  • "Dear Genny, On behalf of our family, I want to take a moment to thank you for your time, patience, expertise and especially your kindness while helping us manage the affairs necessary after our Mother’s passing. You may remember commenting that we all seem to get along and how rare that was in your experience. Fortunately, we can appreciate what our parents had worked hard to be able to pass on to us. Having someone of your expertise to help guide us, made it all the easier! Thank you again. May you continue to enjoy personal happiness and professional success."  -Best regards. – MB

  • "I like your attention to details, your willingness to answer any and all questions, always getting copies of materials needed, and that you allowed plenty of time to explain over and over if needed. Keep up the good work!"  -RG

Our Office
  • Laguna Hills Office
    24031 El Toro Rd
    Suite 200
    Laguna Hills, California 92653
    Phone: 949-859-0861
    Fax: 949-362-1749