SOCIAL SECURITY PLANNING

Social Security is a stable source of retirement income that can often be a critical component of a retirement plan. For roughly two-thirds of retirees, nearly half of their income comes from Social Security. 

Here’s the best part:  Social Security is actually a lifetime annuity.  Once it starts, it continues for the rest of your life. Benefits are also inflation-protected, as there are annual cost-of-living adjustments.

Choosing when and how to best claim your benefits can mean a significant difference in your lifetime income.  For instance, deferring Social Security between the ages of 62 and 70 may increase benefits by 7 to 8 % for each year.  The benefit at age 70 is approximately 76% more than at age 62.

Roger Beatty is NSSA certified and is specially trained to understand the complexities of how Social Security Benefits are calculated, and to help you properly plan around them. 

Our goal at Millard Beatty Associates is to help individuals –whether Single, Married, Divorced, Widowed or acting on the behalf of a Minor –to maximize their lifetime income from Social Security. We’ll also help you leverage your opportunities to collect your benefits in the most tax-efficient manner. Let’s talk.

Contact Roger Beatty today with your questions and a strategy on how to maximize your Social Security benefits.


National Social Security Advisors - Roger Beatty  - Millard Beatty Associates

Roger Beatty Achieves NSSA Advisors Certificate

Roger Beatty of Millard Beatty Associates, LLC, Greenville, SC has achieved National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati.