The majority of Retirees begin social security BEFORE full retirement age, but have you evaluated whether it is right for YOU?
Social Security is typically the largest "asset" in a retirement portfolio, even larger than a home. Consider your options wisely.
In order to minimize the taxation on your Social Security Benefits, it's important to develop a strategy before you retire.
Decisions about Social Security are no longer as simple as they were back when your parents claimed their benefits. What is good for your neighbor, may not be advisable for you. New societal norms and complicated Social Security planning strategies have made it important to take time to consider all your options and get a customized plan
By scheduling a complimentary 30 minute consultation today! Call 203.283.9204 or reach out via our contact us page.
Valerio Financial Group
200 Platt Lane Milford, CT 06461 US
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Neither RAA, nor its representatives offer tax or legal advice.
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