A number of baby boomer surveys have shown their greatest fear is running out of money in retirement.  In that regard, Social Security income may well be the most valuable asset you have.  It not only provides a source of guaranteed lifetime income, but also provides annual cost of living adjustments, and is taxed at a maximum of only 85% of the annual income benefit.1  You should give appropriate consideration to the strategies available to optimize the benefits for you and your spouse.  To schedule a complementary personal evaluation of your Social Security strategies, CLICK HERE.

CLICK HERE to schedule a COMPLIMENTARY Personal Retirement Viewpoint.


1Source: https://www.ssa.gov/planners/taxes.html

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David Allen is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 3700 W. Sam Houston Pkwy. S. Ste. 250, Houston, TX 77042. Ph: (832) 251-5400. CRN202107-248552.

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