How Advisys Answers Social Security GPO
Advisys software provides many ways to explain to clients or prospects the importance of understanding Social Security and the role it will play in their retirement. We even cover less common scenarios like when benefits may be reduced due to a (Government Pension Offset)
Social Security
Government Pension Offset (GPO) Report
- Available as both an educational report and as a stand-alone calculator.
- Explains how and why certain individuals benefits are reduced.
- Works to expand the conversation into a more complete Social Security analysis
Other ways Advisys can help answer client questions about Social Security
Analyze how a clients desired benefit age will impact their overall financial plan with our Retirement Savings analysis.
Educate clients on the "Blackout" period and other ways Survivor benefits differ from retirement benefits.
Help calculate the optimal time for a client to take their benefits based on their unique situation.
Calculate the break-even point of Social Security for clients with a 1-page calculator.
Explain which portion of Social Security benefits are taxed and what clients need to do to prepare.
Explain earning thresholds and how working during retirement impacts Social Security benefits.
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