Learn Why a Social Security Benefit Strategy is Only Half the Story
Social Security, Medicare, & Taxes: A mistake in any of these can cause your retirement to suffer.
Did you know that improperly coordinating your Social Security benefit with your other income, Medicare, and your income tax could cause you to lose up to 66% of your Social Security income?
To maximize your Social Security benefits and avoid permanent retirement mistakes, it is important to know the following:
- When is the best time to file for benefits?
- How do you maximize your Lifetime Income?
- What is the best way to fill the gap between Social Security and your desired retirement?
- How to maximize your Social Security income in a tax-efficient way?
- How can you reduce the effects of taxes and Medicare premiums on your Social Security income?