Insights

Posted on November 2, 2017

Maximize Social Security Benefits & Minimize Tax Burden

Whitepapers

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.

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