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The “Big Beautiful Bill” is now a big, beautiful law — but what does it mean for your retirement strategy?
Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:
• Increased standard deductions for additional tax savings
• “Senior Bonus” deductions to offset taxes paid on Social Security benefits
• Increased estate tax exemptions, creating dramatic savings for heirs
The state of retirement.
How do Americans view retirement planning, and how do those perceptions differ from reality? This guide breaks it down with statistics about:
• The amount most Americans think they’ll need to save to retire securely vs. the amount they have saved
• Steps Americans are taking to help stretch their retirement savings
• The biggest fears and concerns about retirement
• And much more …
This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
Make the most of Social Security.
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
• How to optimize Social Security for your situation
• Why timing is so important when it comes to your benefits
• Ways to supplement your Social Security income
This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
Who’s watching out for your insurance policy?
If you’ve ever wondered just how safe your insurance company is, this eight-page, downloadable guide will give you an inside look. You’ll learn:
• How the government keeps insurance companies in check
• What happens if an insurance company becomes overextended
• Why insurance companies must predict the future
This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
Ready to take action?
We partner with clients who are ready to secure their financial future. If you are prepared to move forward, we are prepared to help you build a powerful strategy.
