Social Security Planning

Social Security Planning Expertise

Your plan is unique. We offer you personalized guidance in Social Security planning. Our team helps you make informed decisions about when and how to claim Social Security benefits to maximize lifetime income. By evaluating factors such as age, spousal benefits, taxation, and long-term retirement goals, we are your planning partner to help align your strategy with your broader financial plan.

Schedule with Eric Today

Understand

Evaluate benefits and help you understand your options.

Plan

Create a custom plan on when and how to claim benefits to maximize lifetime income.

Integrate

Align your strategy with your broader financial plan.

Before You File

Full Retirement Age Calculator

Life Expectancy Calculator

Earnings Limit

Retirement Earnings Test Calculator

Applying

My Social Security Account

Apply Online

Field Office Locator

Post Application

2025 Payment Calendar

2026 Payment Calendar

Voluntary Tax Withholding Information

Eric Moore

Client Relationship Manager

7853097007

eric@bewealth.com

Social Security Planning Specialist Eric Moore brings nearly three decades of experience to the Be Wealth team, having recently concluded a distinguished 28-year career with the Social Security Administration. Most recently serving as...