Complimentary · 45 minutes · Alexandria office

Social Security and Year-End Tax Check

Sit down with Brandon Lloyd, CFP®, for 45 minutes at our Alexandria office. Bring two documents. Leave with a one-page summary of your Social Security claiming options, your retirement income picture, and the year-end tax moves worth a look before December 31.

Book a Time
45 minutesIn person, 6001 Tower Ct.Complimentary, no obligation

What to bring

1. Your Social Security statementDownload it at ssa.gov/myaccount. If you are married, bring your spouse’s too. Already collecting? Bring your latest benefit letter instead.
2. Last year’s tax returnYour Form 1040 with its schedules. A printed copy or a PDF on your phone is fine.

What you leave with

A one-page summary, yours to keep
  • Your monthly benefit at 62, at full retirement age and at 70, from your own statement, and what waiting is worth
  • For couples: how the claiming choice affects the benefit a surviving spouse keeps
  • How your retirement income is taxed, including how much of your Social Security is taxable and where you sit against the Medicare premium surcharge (IRMAA) brackets
  • Year-end moves to consider before December 31, such as Roth conversion room, required minimum distributions and qualified charitable distributions
Who it is for: people within about five years of claiming Social Security, and retirees who want to check their taxes and withdrawals before the year ends. You do not need to be a client, and there is no obligation.

Book your 45 minutes

Call or text Brandon to pick a time:

(571) 368-6178

Or leave your number and we will call you to set it up.

Prefer a phone call? Request a call back

Brandon Lloyd, CFP®, will call you himself during business hours. We use your number only to return your call.

Our office is at 6001 Tower Ct., Alexandria, VA 22304, right off I-395 at the Duke Street exit. Parking is free in the lot in front of the building.