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My Meeting with the Social Security Administration

About 6 months ago, the Social Security Administration started calling my office asking to arrange a meeting with my IRAAA colleagues and I. For months I had shrugged it off because of the fact that many of my readers, customers, and colleagues plan their finances as if SSA will fail. Taking control of your IRA/401k funds is all about putting your retirement in your own hands. So when I received the message from SSA, I figured it must be some kind of mistake.

After numerous messages, I spoke with them, and a meeting was set here in Denver. Associate Commissioner of the Office of External Affairs was flown in from Washington, D.C. I didn’t exactly know what to expect.

Their Concerns

Here I provide a brief summary of their objective in this meeting:

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