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SOCIAL SECURITY EXPLORATION

RML FINANCIAL GROUP

Today, nearly 90% of Americans age 65 and older receive Social Security income benefits.¹  

Will your Social Security benefits be enough in retirement?

Bridge the gap in your retirement strategy. We can help:

 

  • Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.

 

  • Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

 

  • Explore strategies that may enhance the benefits available to married couples.

 

  • Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).

 

  • Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

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¹ Social Security Administration: 2018 Fact Sheet, November 2018

 

Please note that RML Financial Group and their representatives do not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration via your local office or online at ssa.gov.

 

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

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101 Base Lodge Lane, Swansea, MA 02777  •  401.952.0720

Check the background of this financial professional on FINRA's BrokerCheck

 

 

Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. OW is separately owned and other entities and/or marketing names, products or services referenced here are independent of OW.

 

Insurance services also offered by representatives of RML Financial Group.

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Click to view our Customer Relationship Summary.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 

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This communication is strictly intended for individuals residing in the states of CT, FL, MA, MI, RI, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2019 RML Financial Group. All Rights Reserved.

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