The calm, clear guide to your Social Security decision.
Updated for the Social Security Fairness Act. Learn how to file the right way the first time, when to claim, and how spousal and survivor benefits actually work together.
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2020 NSSA Advisor of the Year
National Social Security Association
Over 4,000 Households
Served in 25 Years
Co-Authored with Marc Kiner
Founder of the NSSA
Most people do not lose Social Security money to bad luck. They lose it to a form they signed before they knew what it meant.
The rules are complex
The breakeven math, the earnings test, and survivor benefits can overlap in unexpected ways. This book gives you a checklist you can actually use.
You only file once
A small mistake compounds over decades of retirement. We wrote this guide to help you find the one clear path through the rules for your exact household.
About the Author
Beau Henderson is a fiduciary retirement advisor.
With over 25 years of experience, Beau is the founder of RichLife Advisors and the host of The RichLife Retirement Show on WDUN.
He believes retirement planning should be built on clarity, not guesswork. Beau co-authored this guide to distill thousands of planning conversations into the essential facts every pre-retiree needs to know.
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The digital edition is being finalized. You will get it by email the day it is ready, and nothing you did not ask for.