Ash is a leading Social Security specialist in the country and global speaker. As head of OneTeam Financial’s Social Security Division, Ash has spent decades mastering the more than 2,700 Social Security rules to help his clients identify their most suitable filing strategy or “sweet spot” and provide the most benefits upfront without leaving too much money on the table over their life expectancy.
As one of the primary sources of retirement income, maximizing Social Security benefits can have a significant impact on your retirement income plan.
Social Security is a rich, but complicated pension program governed by thousands of rules (ref. ssa.gov POMS). As such, not properly applying these rules can lead to filers leaving money on the table.
While many may discount the value of social security in their retirement planning, it is estimated that a typical middle-income couple will receive about $1.4 million. High net worth couples could receive over $2 million and collect nearly $100,000/year from Social Security if they know how to maximize their benefits.
