Is your current retirement income strategy complete?
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Social Security was never meant to be your major source of retirement income, only to supplement your other savings, pensions and 401(k) accounts. But where does Social Security fit in your retirement income strategy? What’s the most you can get? Can you hold off on collecting because of tax implications?
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Make your appointment here or call (833) PLAN-EFE. Get a plan for Social Security and all your savings.
One of our planners will stress test your projected retirement income, which includes Social Security. This is not a “how should I file” discussion.
You’ll get your own personal financial plan (an $800 value) to give you lifetime guidance for your wealth.
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