Due to recent budget legislation that removed two advanced filing strategies used by retirees, Social Security has, once again, been in the headlines.
A natural reaction to this news would be to feel as if something has been taken away from you. But, the truth is, you have actually been given a reminder of just how important it is for you to review your Social Security benefits to ensure two things:
A natural reaction to this news would be to feel as if something has been taken away from you. But, the truth is, you have actually been given a reminder of just how important it is for you to review your Social Security benefits to ensure two things:
- Are you getting the maximum benefit amount that is available to you?
- Are you keeping as much of your benefit as possible?
Taxation of benefits, or reductions due to pension benefits or earned income, could have a huge impact on your retirement lifestyle.
Call me at 484-206-4200 to request your personalized Social Security Report that will tell you exactly what you need to know about your options. Even if I have provided you with your report previously, the legislation changes may impact the outcome of that report!
Call me at 484-206-4200 to request your personalized Social Security Report that will tell you exactly what you need to know about your options. Even if I have provided you with your report previously, the legislation changes may impact the outcome of that report!

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