Question 1: Have you run a side-by-side analysis showing the total lifetime dollar difference between claiming SS at ages 62, FRA, and 70? *

Yes

No

Question 2:: Do you have a documented strategy to coordinate your Required Minimum Distributions (RMDs) with your Social Security claiming age to minimize taxes? *

Yes

No

Question 3: After your current pension and Social Security, what is your next biggest source of guaranteed, predictable income? *

Yes

No

Question 4: If married, have you planned your Social Security strategy primarily to maximize the survivor benefit for your spouse?? *

Yes

No

Question 5: Are you fully confident you have a plan to cover the $70,000+ average annual cost of long-term care in San Diego (beyond standard Medicare) *

Yes

No