The "SOCIAL SECURITY ELEPHANT" in the Room:

When, Why, and How Should I File for Social Security?

Photo of an elephant sitting on a chair with the text "The Social Security Elephant in the Room"

This 5-Minute, FREE Guide Will Show You Step-by-Step:

  • Choose what age to claim Social Security to help maximize your benefits
  • Help reduce your tax exposure by factoring in these key considerations
  • Prepare for retirement by learning how to file for Social Security
READ NOW
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"This guide breaks down the complex consideration and over 2,700 Social Security claiming rules into a simple decision flowchart you can complete in 5 minutes."1

Scott Beasley

Beasley Wealth Management

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https://www.beasleywealth.com

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john.beasley@lpl.com

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(931) 244-7333

Sources

1. https://www.goodmaninstitute.org/2023/02/27/social-securitys-massive-malfeasance-2/

Risk Disclosure: 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. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

We are not affiliated or endorsed by the Social Security Administration or any other government agency.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Beasley Wealth Management are separate entities from LPL Financial.

This material was prepared by Snappy Kraken and does not necessarily represent the views of the presenting party, nor their affiliates.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

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WAIT!

Did you know that nearly 90% of Social Security claimants FAIL to make the optimal claiming decision?1

Discover when, why, and how to maximize your benefits in this FREE guide

We never spam. By clicking this button, you consent to be contacted by Scott Beasley by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.

 

Source

https://www.usatoday.com/story/money/2024/07/07/best-time-collect-social-security-retirement-benefits/74315804007/

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A red and white book with text

Did you know there are over 2,700 Social Security claiming rules?

This FREE Guide gives you simple answers to when, why, and how to file for Social Security

We never spam. By clicking this button, you consent to be contacted by Scott Beasley by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.