Social Security Analysis – Keeler Thomas Management

KTM Social Security Analysis

A Real-Life Comparison of Benefits Between Various Strategies for when You and/or a Spouse take Your Social Security Benefits.

Both Claim Early
Both Claim at Full Retirement Age
One Claims Earlier than the Other
Calculation of Lifetime Benefit Values

ITEMS NEEDED FOR SOCIAL SECURITY ANALYSIS

Date of Birth

Your Full Retirement Benefit Dollar Amount (Age 66-67) *This can be found on your statement

Name*
First Last
Email*
Date of Birth*
MM slash DD slash YYYY
Full Retirement Benefit Amount **
*This is the DOLLAR amount you will receive at Full Retirement Age *This can be found on your Social Security Statement
Spousal Information*
If you are married please provide your spouse's name, date of birth, and FRA Benefit.
Email
This field is for validation purposes and should be left unchanged.