Social Security has hundreds of filing strategies and thousands of filing rules. Some experts argue that Social Security is more complex than the income tax code. And, once you file for benefits, it can be extremely difficult – if not impossible – to change your filing strategy. To help make the best decision regarding your Social Security strategy, it’s necessary to review your entire financial life – your tax situation, investment plan, potential income from work and, most importantly, your retirement lifestyle goals.
Contact our team for help with your Social Security strategy today. We will help ensure you get it right the first time.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
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