Social Security Planning
Consider the following about Social Security:
 Did you know that billions of dollars in benefits go unclaimed each year?
 Did you know the Social Security office can’t provide you with election advice?
 Do you know which Social Security election strategy will most benefit you and your family?
If you answered “no” to any or all of the questions above, Social Security planning from Money Bridge Wealth & Income Planning could greatly benefit your financial future. If you’re a baby boomer approaching retirement age,taking the correct approach to benefits can be a deal breaker when it comes to lifetime income.
Joe DeMeo has taken the time to learn the in’s and outs of our complex Social Security system. With his knowledge, Money Bridge Wealth & Income Planning is proud to be able to offer our clients a comprehensive Social Security plan to compliment the rest of our financial strategies. Our plan includes the following:
••• Side-by-side election strategy comparisons (available for couples, divorcees, widow(ers) and single client(s)
••• Estimated lifetime benefits
••• Election strategy recommendations
••• Integration with your existing financial plan
Increased Life Expectancy
(Social Security Series #6)
Impact On RMDs
(Social Security Series #5)
Working While Collecting
(Social Security Series #4)
Taxes On Benefits
(Social Security Series #3)
(Social Security Series #2)
Knowledge is Power
(Social Security Series #1)