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Social Security & Retirement Information Brochures

 

Download our informational brochures to find out more about Social Security benefits and how an FIA can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should you consider Fixed Index Annuities as part of your retirement strategy?

  2. Do I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security Quick Facts
Why Fixed Index Annuities?

Please note that Wealth Management Of The Carolinas and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Wealth Management Of The Carolinas may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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