Your Social Security Decision Guide
Do you know which of the 567 Social Security strategies is right for you?1 Are you confident that you’ll make the right decision knowing it can’t be changed after 12 months? How should you maximize your benefits?
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What you’ll learn:
- The common mistakes you need to avoid
- Who can (and can’t) help you with your claim
- How to reduce (or even eliminate) taxes on your Social Security income
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Bayntree Wealth Advisors is not affiliated with the U.S. government or any governmental agency, including the Social Security Administration.
The Social Security Decision Guide is being provided strictly as a courtesy. These materials have been prepared by third-party sources believed to be reliable, but we make no representation as to the completeness or accuracy of the information provided therein. The information is not intended to provide you with any personalized financial, insurance, legal, accounting, tax, or other professional advice.
Investment advice is offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.
1Social Security: There Is a Better Way, Center for Retirement Research, Boston College, September 2012.