No one can rely on a ‘one-size-fits-all’ strategy for a retirement plan

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Millions of baby boomers are on the doorstep of retiring and soon they’ll be claiming their Social Security benefits, but claiming your benefits may be more complicated than you think.

Forbes magazine said that “millions of Social Security recipients aren’t getting what they’re entitled to. As much as 10 billion, that’s ten billion with a B, are going unclaimed every year.” The reason that this is so complicated and confusing, is because it’s just gotten more complex year after year and decisions could impact a lot more than just benefits. It can also impact spousal benefits, how much you pay in taxes, and it could also send Medicare premiums through the roof. If you don’t do the right thing it can become very, very bad and even sophisticated investors make these mistakes leaving tens of thousands of dollars on the table.

Reality is no one can rely on a one-size-fits-all strategy or general rule of thumb. A good defense is to have a customized strategy specifically for you. There are a lot of companies charging a lot of money for social security analysis but be one of the first ten callers to give us a call right now and you won’t be charged.

The five-point analysis is the first piece to helps understand when to claim benefits, also a little-known strategy to boost the spousal benefits. Medicare is the third. There are other strategies that could help to save as much as 85 percent on taxes with Social Security. Plus, to see if you’re eligible for additional benefits that are rightfully yours that could be putting more money in your pocket.

Be one of the first 10 callers to get that free five-point analysis at 801-701-8881.

Or visit to learn more.

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