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March 2019

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November 2017

September 2017 “Hurricane Harvey”

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December 2015

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April 2015

March 2015

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January 2015

OUR MISSION

In a study conducted by Benefits Review in 2012 it was discovered that 50% of fully insured workers claim Social Security at age 62. Only 4% claim after their full retirement age, and less than 2% wait to age 70. The study found a relationship between deferred claiming and education, implying bad decisions may be a result of lack of understanding of the implications of their decisions.

Our mission is to be a resource and partner for CPAs and HR Departments when it comes to Social Security questions and education.

TESTIMONIALS

Dallas CPA Society

www.cpadallas.org

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