Ivy Ridge Asset Management, LLC

Certified Financial Planner

Focusing on Retirement Income & Tax Planning

dreamstime_xxl_39219431Social Security optimization is essential to understanding your ability to maximize your retirement benefits in the context of your overall life plan. Baby boomers face many complex issues regarding Social Security, Medicare, long-term care, retirement income, and taxes. It is important to know when to apply and how much you will be receiving. Delaying the onset of benefits as  it pertains to drawing from other personal resources such as pensions, investments, annuities, salaries, and other sources of income, drastically can affect not only your overall benefits, but  also your spouse’s. In many cases it is critical to know the rules for spousal benefits and to become more familiar with strategies for optimizing both spousal and survivor benefits. Our Social  Security Optimization Planning software helps you maximize your income throughout retirement by allowing you to view the results of different scenarios based on your financial  circumstances.  Take the next step.

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