- MJW EA & Company LLC - https://maryjowalker.com -

Social Security and Retirement Planning

We are pleased to announce that we are offer valuable services to our clients in Social Security and Retirement Planning!

MJW EA & Company LLC is providing services in Social Security and retirement benefit claiming strategies

Finally, after you’ve worked hard for so many years, it’s your time to think about retirement.  Many factors go into making the best decisions for you, your family and loved ones.  In addition to those considerations, there are tax implications, penalties, rules and so many offers and options it can seem impossible to make the right choices.

That’s where MJW EA & Company LLC comes in!

There are various claiming strategies available to you to optimize your total lifetime income benefits and we will work with you, based on your financial and health situation and your goals, to help you navigate the maze to provide you added income for your retirement years.

We also provide services to our clients to minimize the tax effect by designing a withdrawal strategy (from accounts such as an IRA or a 401k) so you can keep more of your hard earned money.  Ask us about it when you schedule your meeting!


Social security icon

ALERT:  You will no longer be receiving your Social Security Personal Earning Statement in the mail.  In order to access your Personal Earning Statement, you will need to set up on account on SSA.gov [1].

MJW EA & Company LLC icon