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Retirement Planning

Retirement Planning

The prospect of retirement can be exciting and scary at the same time. Whether you are currently planning for retirement or have already entered that phase of your life, it is critical that you receive all the benefits you deserve and take advantage of every resource available to you.

I find that many people do not truly understand Social Security; what it is and how it works. It is not simply a benefit that you start receiving at age 62. There are several decisions that need to be made in order to maximize the benefit for your specific circumstances. For instance, if you decide to start receiving payments too early for either yourself or your spouse, it could amount to thousands of dollars lost in income and taxes over your lifetime.

Why Maximize Social Security?

Did you know that the difference between a good election decision and a poor one is regularly more than $100,000 in income?

Did you know that there are literally thousands of options for when and how you elect your Social Security benefits?
With pensions disappearing and the markets unreliable, Social Security is more critical than ever to creating a lifetime income stream in retirement. Don’t let lack of awareness of the choices available and the consequences of those choices derail your retirement.

Because these decisions are so important, my firm has assembled an informational packet on Social Security. Reading about the details of the program is one thing, but fully understanding the best solution for you and your family is something completely different. That is why we use a proprietary software that can easily explain:

When it makes the most sense for you and/or your spouse to start receiving Social Security

The impact on your Social Security benefit if you work during retirement

How much of your Social Security will be taxed each year
Strategies to fill the income gap between what you receive from Social Security and the desired amount of income you would like to receive in your retirement years

This proprietary and personalized report is complimentary. To create your personalized report, we would need to meet with you to collect a few key pieces of information.

Please give our firm a call today at 888.962.8947 and schedule a time that is convenient for us to meet.

Time + the right information = opportunities for you! Do not waste this valuable opportunity for your complimentary report.

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© 2017 Insight Asset Advisory Group All Rights Reserved.

Los Angeles, CA

Long Beach, CA

Santa Clarita, CA

Pasadena, CA

Burbank, CA

Sherman Oaks, CA

© 2017 Insight Asset Advisory Group All Rights Reserved.