No matter how much you’ve saved for retirement, one of the most important elements of retirement income planning is understanding how Social Security works to ensure you’re getting every penny you’re entitled to. Maximizing your social security can extend the life of your other retirement assets and ultimately put more money in your pocket.

Legislators have proposed a host of changes to Social Security and Medicare including raising the payroll tax cap, the retirement age, the way cost-of-living adjustments are measured and rules for ancillary benefits. NOW is the time to get the facts about your benefit options.

The Wealth Guardians have helped hundreds of local families make informed decisions on filing strategies as part of their overall retirement plan.

Join Doug Ray, MBA, ChFC, RICP ®, Brice Payne, RICP ®, Registered Investment Representative, and Garrett Ray, MBA, Registered Investment advisor for this informative and educational event. Both Doug and Brice also hold the National Social Security Advisor accreditation.

Making the best decision about when to apply for your Social Security is complex and can make a substantial difference in your income and standard of living in retirement. Social security is too important to leave to guesswork. Join us and learn how to protect your nest egg and maximize this important element of your retirement.

Topics to be Discussed include

• Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it
• How to reduce taxation on your Social Security after you start receiving your benefits
• How special claiming strategies may increase your total benefits
• What the Secure Act 2.0 may mean to your finances now and in the future
• How to plan Social Security with all other sources of retirement income and potentially pay far less on your income

CLICK HERE TO REGISTER

No matter how much you’ve saved for retirement, one of the most important elements of retirement income planning is understanding how Social Security works to ensure you’re getting every penny you’re entitled to. Maximizing your social security can extend the life of your other retirement assets and ultimately put more money in your pocket.

Legislators have proposed a host of changes to Social Security and Medicare including raising the payroll tax cap, the retirement age, the way cost-of-living adjustments are measured and rules for ancillary benefits. NOW is the time to get the facts about your benefit options.

The Wealth Guardians have helped hundreds of local families make informed decisions on filing strategies as part of their overall retirement plan.

Join Doug Ray, MBA, ChFC, RICP ®, Brice Payne, RICP ®, Registered Investment Representative, and Garrett Ray, MBA, Registered Investment advisor for this informative and educational event. Both Doug and Brice also hold the National Social Security Advisor accreditation.

Making the best decision about when to apply for your Social Security is complex and can make a substantial difference in your income and standard of living in retirement. Social security is too important to leave to guesswork. Join us and learn how to protect your nest egg and maximize this important element of your retirement.

Topics to be Discussed include

• Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it
• How to reduce taxation on your Social Security after you start receiving your benefits
• How special claiming strategies may increase your total benefits
• What the Secure Act 2.0 may mean to your finances now and in the future
• How to plan Social Security with all other sources of retirement income and potentially pay far less on your income

CLICK HERE TO REGISTER