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SOCIAL SECURITY RESOURCES

SOCIAL SECURITY RESOURCES

Social Security is a tremendously valuable retirement income source. However, did you realize that many retirees are leaving thousands of dollars of benefits on the table? With proper planning, you can potentially structure your Social Security income payments to generate you a higher income payment amount!

The difficulty is in the complexity of planning choices. Consider the following potential Social Security questions:

  • When will your payments be the highest?
  • How long should you defer?
  • Are there special rules you should know about?
  • How does the scenario change if you’re single? Married? Divorced? Widowed?
  • Will Social Security always be around?
We offer educational workshops on Social Security frequently. You can register for our next workshop by clicking here.

Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.

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CONTACT US

Phone: 262.764.4816

Fax: 866.415.7592

[email protected]

OUR LOCATION

6123 Green Bay Road

Suite 210

Kenosha, WI 53142

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Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor.  Retirement Advocates, Inc. and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note that Retirement Advocates, Inc. and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

WEALTHGUARD™
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the advisor, so the advisor and client can decide next steps.

WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. Brookstone Capital Management is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.