Make a Smarter Social Security Decision Before You File
Social Security is one of the most important retirement decisions you will make. The problem is that most people are forced to make that decision with very little guidance.
At The Medicare Butler, we help you understand your Social Security options so you can make a more informed decision about when and how to claim your benefits.
As a Registered Social Security Analyst®, Rodney Butler uses specialized Social Security planning knowledge to help clients evaluate claiming strategies, spousal benefits, survivor benefits, taxation concerns, and Medicare timing. The RSSA® designation focuses specifically on Social Security claiming strategies, benefit rules, taxation, Medicare-related considerations, and retirement planning coordination.
Why Social Security Planning Matters
The wrong claiming decision can affect your income for the rest of your life.
We help answer questions like:
Should I file at 62, full retirement age, or wait until 70?
How will working affect my benefit?
Can my spouse receive benefits on my record?
What happens if one spouse passes away?
How much of my Social Security may be taxable?
How does Social Security fit with Medicare, pensions, IRAs, or other retirement income?
Who This Is For
This service is ideal for people who are:
Age 60–70 and preparing to claim Social Security
Married and trying to coordinate benefits
Divorced or widowed and unsure what benefits may be available
Still working and concerned about the earnings test
Retiring soon and trying to coordinate Medicare and Social Security
Wanting a clear, written claiming strategy before making a permanent decision
What You Receive
Your Social Security review may include:
A review of your benefit estimates
Claiming age comparisons
Spousal and survivor benefit analysis
Earnings test discussion if you are still working
Medicare timing considerations
A clear explanation of your options
A written Social Security filing strategy
RSSA® professionals may use Social Security optimization software to help evaluate claiming strategies and produce personalized filing plans.
A Local, Practical Approach
We do not believe retirement planning should feel overwhelming.
Our goal is simple: help you understand your options, avoid costly mistakes, and make a decision that fits your household, your income needs, and your retirement goals.
What would do I do next?
Schedule a Social Security Review
Before you file for Social Security, let’s review your options together.
Call The Medicare Butler today to schedule your Social Security planning appointment.
Click below to be taken to Rodneys RSSA Page
Determine Your Strategy and Reach out to us.
Phone: 919-628-4805
Email: rodney@themedicarebutler.com
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800 MEDICARE to get information on all of your options.
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