Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

When will Social Securityyou be eligible to collect your benefits?

Have you reviewed your Social Security Benefits Statement recently? 

What age is going to work best for you to start collecting your benefits – age 62, your full retirement age or age 70?

Nowadays, the subject of planning for your retirement is something that is frequently discussed.

Especially the age you should start collecting your social security benefits. Each expert has their opinion.

Deciding when to begin receiving your benefits can be a complicated decision. A decision that you shouldn’t take lightly.

Remember, collecting your benefits when you turn 62 reduces your total benefits.

Today, more and more seniors are working in retirement.

If you haven’t reached your full retirement age, earnings above certain limits reduce future benefits until you do reach your full retirement age.

Also understanding the taxability of your Social Security benefits is essential when you are working with your social security planning.

At Makara and Associates, we believe in education, and empowering you so you can make the best decisions for your future.

OThe Nuts & Bolts of Social Security in 7 Easy Tips ur FREE eBook, “The Nuts & Bolts of Social Security in 7 Easy Tips”, is an easy download. It touches the following seven tips to enlighten you about your social security benefits:

1- At What Retirement Age Can I Claim My Social Security Benefits?

2 -When Should I Start Taking My Social Security Benefits?

3 – What are the Reduced Benefits of Social Security Due to Earning?

4 – What is the Taxability of Your Social Security Benefits?

5 – Confused About Social Security Planning? Here are 2 Ideas To Help Clear Things
Up.

6 – What are the Social Security Death Benefits?

7 – What are the Social Security Benefits for Divorced Spouses?

3 Tips to Help You Sit Pretty In RetirementAs professionals, we understand how complexed and confusing planning for your retirement can be.

Becoming knowledgeable about your benefits is just one of the legs of your retirement planning.

Read more about the other legs of your retirement by downloading our FREE eBook, “ 3 Tips to Help Your Sit Pretty in Retirement” from our online library.

Is it time to set up an appointment to review your retirement plan and tax planning?

Contact Makara & Associates online or call us at our Naples Office (239) 384-9688 or our Fort Myers Office. (239) 768-5008.

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-Mark

This information is based on facts, assumptions and representations as stated and authorities that are subject to change. We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.
LEGAL NOTICE AND DISCLAIMER: The information within this blog is for informational and educational purposes only and is not tax advice and should not be used as such. The facts of each individual situation can have significantly different outcomes when applying tax law. The hiring of a CPA is an important decision not to be based solely on advertisements.

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