I can help you determine the best time to collect Social Security.

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To do that, I will take into consideration how your Social Security benefits will interact with other income sources such as:

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• Rental income

• Pensions

• Required Minimum Distributions (RMDs)

• Dividends and interest

• Capital gains

 

Your family's health conditions, spousal benefits, personal preferences, should and will also be considered.

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All of this done for you with the end goal of reducing your taxes and optimizing your retirement income.

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To learn about how optimally timing your Social Security benefits may improve your retirement, book some time below.