As tax law changes at break-neck speed, we continue our ongoing study of legislation and add to the arsenal of resources that help grow your retirement plan and avoid costly missteps. In addition to utilizing Ed Slott’s Elite IRA Advisor Group to provide the latest tax and retirement strategies, we also bolster our mastery of retirement planning through Heather Schreiber, a Retirement Income Certified Professional associated with the American College of Financial Services. Focusing on Social Security strategies, rules, and considerations for over 30 years, Schrieber helps us provide you tools we’ll use to decipher and answer complex questions. (Learn more about Heather Schreiber here.)

Our experienced advisors provide clients personalized guidance on…

• The most up-to-date information regarding legislation changes that affect Social Security
• Education that simplifies the rules and common areas of confusion
• Complex Social Security situations (For example, taking Social Security if you have had multiple marriages and divorces, lost a spouse early on, or have grandchildren as dependents, etc.)
• In-depth analysis versus the basic info provided by the Social Security office
• Access to tools that complete Social Security optimization analysis

For many clients, Social Security can be difficult to sift through, but our team knows it’s a critical aspect of your financial plan, as this program is often the number one source of income for retirees. Not every advisory firm may utilize resources that are devoted to understanding Social Security so that you don’t have to. With Schreiber as part of our back-office team, we aim to cut through the complexity of Social Security and simplify hard-to-answer questions for our clients, which allows us to focus on not just one aspect of your financial plan but the whole picture.

Want to know more about our other back-office resource, Ed Slott’s Elite IRA Advisor Group? Click here to access further information. Or click here to learn more about our Financial Planning Investment Services.

Have questions about Social Security and how it fits into your unique plan? Or interested in meeting with our Storen Advisory team? Click here to contact us now.

Blog by Kiran Sharma – Financial Advisor, Tax Accountant

Learn more about Kiran and the rest of the Storen Financial team here.

Heather Schreiber is not affiliated with LPL Financial and Storen Financial and Brass Tax Wealth Management.