FREE Online Presentation
Learn what you must know before you file today.
The Social Security Trust Fund is set to run out of money in less than 10 years. If you haven’t filed for your benefits yet, this could impact your filing decision.
The old rules for filing for Social Security no longer apply. Learn the new way to determine your best age to file.
Join us for our free online presentation…
Kiss your Social Security benefits goodbye?When the Social Security Trust Fund runs out of money, how could that impact your benefits?
Finding YOUR best age to file
You can’t rely on outdated advice for when to file for Social Security benefits. Here’s what we’re recommending today.
Taxes and Social Security
How a tax-aware filing strategy can maximize your net income, with real life case studies from families like yours.
This content is best-suited for families who have not yet filed for Social Security, and who have $200,000 up to several million in retirement savings.