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Social Security Planning

As millions of Americans approach retirement age, one critical decision to make is when to begin receiving Social Security benefits. There are many factors that should be considered when deciding, including whether or not you have retired, and what spousal benefits might be available. Making the wrong decision can result in benefits being taxed, or not maximizing your hard-earned benefit.

Many people are forced to take benefits early because they need income, potentially costing them hundreds of thousands of dollars over their lifetime. Our team of experienced financial advisors can help with your retirement plan, and share with you strategies on how to maximize Social Security benefits. Recent law changes have altered the course for many who had already established their Social Security plan.

Please contact us to schedule a time to meet with one of our advisors to talk about Social Security and retirement benefits.

All Securities through Money Concepts Capital Corp.,
11440 N Jog Rd.
Palm Beach Gardens, FL 33418
561-472-2000
Member FINRA/SIPC
Itasca Bank & Trust Co. is an independent firm not affiliated with Money Concepts Capital Corp.
Not a Deposit. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not Insured by any Government Agency.
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