ORDER CONFIRMED

Your Business Owner Social Security Analysis Is Underway

Thank you. There are two short steps we need you to complete before we can prepare your analysis.

Step 1 — Complete Your RSSA® Roadmap

Your RSSA® Roadmap collects the Social Security information we need to prepare your personalized Smart Report. You'll enter your personal information, filing assumptions and Social Security earnings history through the secure RSSA® platform.

Allow approximately 10–15 minutes. No Social Security Number is required.

BEGIN MY RSSA® ROADMAP

The RSSA® Roadmap is a separate secure platform, so the branding will look different from The Smart Report website.

Step 2 — Tell Us About Your Business

We also need a few details about your business, ownership, responsibilities and compensation to prepare your SETARA® Business Owner Analysis.

This should take about 5 minutes.

COMPLETE MY BUSINESS OWNER INTAKE

Please complete both steps.

We can begin preparing your Business Owner Social Security Analysis after your RSSA® Roadmap and Business Owner Intake have both been completed.

What Happens Next

Once we have both pieces of information, we'll prepare your personalized Smart Report and SETARA® Business Owner Analysis. When your reports are ready, we'll contact you with instructions to schedule your included 30–45 minute personal results consultation.