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Coordinate: Help Your Clients Get More and Keep More

Fill out the form to the right to download your complimentary copy of our case study, “How Social Security and a Tax-Efficient Withdrawal Strategy Extends the Longevity of the Financial Portfolio.”

Show your clients the value of coordinating their Social Security strategy with an optimal portfolio withdrawal strategy. This case study, written by the national experts in Social Security and tax-efficient withdrawal strategies and developers of the SSAnalyzer, will demonstrate for your clients how much longer their portfolio might last by coordinating Social Security with a tax-efficient withdrawal.

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Learn the Benefits of Coordination

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What is Coordination?

Everyone knows that making the right Social Security claiming decision can mean more money in benefits. But financial professionals continue to view Social Security as just another stream of retirement income. It’s more than that.The right claiming strategy coordinated with how and when they spend down their portfolio can mean hundreds of thousands more in retirement dollars for your clients. So how does it work?

Help your clients select the right Social Security claiming strategy.
Show them how and when to tap portfolio assets in the optimal order to reduce taxes.

Help your clients select the right Social Security claiming strategy. Show them how and when to tap portfolio assets in the optimal order to reduce taxes.

But one strategy doesn’t fit all

The key to coordination is finding the best order to spend resources, which changes based on each client’s situation. What doesn’t change is that the combination of optimal Social Security benefits and lower marginal tax rates results in more spendable income in the long run and can reduce the chance your clients will run out of money.

The new COORDINATE tab in the innovative SSAnalyzer will demonstrate the portfolio longevity increase that might be possible by coordinating Social Security with a tax-efficient withdrawal strategy.