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Social Security Exploration
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How and when you claim your Social Security benefits may be among one of the most complex and largest financial decisions you will make in your retirement. At Capital Wealth Financial Services we can provide answers to key questions as well as provide retirement strategies that provide retirement income, safety and security without the concern of market volatility or individual longevity through the use of various insurance products.
5 IMPORTANT QUESTIONS YOU SHOULD KNOW THE ANSWERS TO:
1. What is my estimated Social Security monthly income benefit?
2. When may be an appropriate time to start taking my Social Security benefit?
3. Are there ways to potentially reduce taxation on Social Security income?
4. How does marital status (married, divorced, widowed) affect benefits?
5. What impact, if any, can working in retirement have on Social Security income benefits?
Please note that Capital Wealth Financial Solutions 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. Capital Wealth Financial Solutions 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.