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Social Security Optimization

We are receiving questions around Social Security more and more frequently, so we thought it would be a good time to revisit this topic. The attached document addresses some of the more common concerns such as…Will it be available to me? How are my benefits calculated? Will it be taxable? When should I start receiving my benefits? Furthermore, most people aren’t aware that there are several strategies of filing for social security to increase your overall benefit. If you haven’t already gone through a financial plan with us, our financial planning software allows us to optimize your overall Social Security benefits. Don’t discredit the potential of optimizing your social security and miss out on the opportunity of further funding your retirement goals! Give us a call to help you determine how the various spousal benefit and other strategies can benefit you.

Impact of Social Security Changes