WHAT WE OFFER
No one retiree is exactly like another, meaning they should all ideally have individualized strategies when it comes to claiming Social Security benefits. Sage Wealth Design can help guide you on the best financial pathway to get the most out of your Social Security.
With Social Security being the only source of fixed income for many retirees, it is becoming increasingly more important to know how to best optimize your Social Security benefits. According to the Social Security Administration, you can start receiving reduced benefits as early as age 62 or delay them up to age 70, but what path is right for you?
At Sage Wealth Design we work with you and your unique retirement goals to help you determine how to maximize your Social Security benefits and minimize taxes.
With Social Security being the only source of fixed income for many retirees, it is becoming increasingly more important to know how to best optimize your Social Security benefits. According to the Social Security Administration, you can start receiving reduced benefits as early as age 62 or delay them up to age 70, but what path is right for you?
At Sage Wealth Design we work with you and your unique retirement goals to help you determine how to maximize your Social Security benefits and minimize taxes.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Sage Wealth Design is not affiliated with the U.S. government or any governmental agency.
When Is The Right Time To Take Social Security?
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