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Questions about Social Security? You may need a roadmap.
Do you know what may be the most important decision you have to make about your retirement? It’s when and how to begin taking your Social Security benefits. If you and/or your spouse make the wrong decision based on your unique situation, it could potentially cost you $100,000 or more in benefits over your lifetime. As a service to our clients, we are pleased to offer you a copy of the Social Security Roadmap to Increased Benefits, a brief and informative whitepaper that will give you greater insight into your options and the questions you need to consider when electing your benefits. Additionally, the Retirement Advisors at The Legacy Council have access to Social Security analysis software which may help you determine how and when to take Social Security in order to increase benefits. During a brief meeting, we can input data from your Social Security statement and generate a personalized Social Security analysis report. If you would like, we can also discuss how insurance products may fit into your retirement income picture. |
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Social Security is typically one of your largest retirement assets. In fact, the Social Security Administration reports that on average, Social Security makes up 64.8% of retirement income(1). The personalized analysis we prepare may help you make a more informed decision about this important portion of your overall retirement income.
Please call the Retirement Advisors of The Legacy Council at (513) 442-2000 to request your Social Security Roadmap whitepaper and if you prefer at that time we can schedule your no-obligation Social Security review and personalized analysis report. Even if you don't have a recent copy of your Social Security statement, or don't know how to access it, call us and we can help you get it.
(1). “Social Security and Retirement Risk.” Dr. Frederick Saide, PhD. http://www.lifehealth.com/social-security-and-retirement-risk. DISCLOSURE: Agent is not affiliated with the US government or any government agency. Agent is not a Social Security expert. This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that The Legacy Council, its affiliated companies, and their representatives and employees do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Please call the Retirement Advisors of The Legacy Council at (513) 442-2000 to request your Social Security Roadmap whitepaper and if you prefer at that time we can schedule your no-obligation Social Security review and personalized analysis report. Even if you don't have a recent copy of your Social Security statement, or don't know how to access it, call us and we can help you get it.
(1). “Social Security and Retirement Risk.” Dr. Frederick Saide, PhD. http://www.lifehealth.com/social-security-and-retirement-risk. DISCLOSURE: Agent is not affiliated with the US government or any government agency. Agent is not a Social Security expert. This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that The Legacy Council, its affiliated companies, and their representatives and employees do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
