social security

Three Tax Tips that Can Help As You Approach or Begin Retirement
Team SummitFinancial Planning, Retirement PlanningComments are off for this post
Retirement is a whole new phase of life! You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, which is typically during your  Read More →
Waiting for the Dough: Delaying Social Security
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
Since it launched in 1935, the Old-Age, Survivors, and Disability Insurance program, better known as “Social Security,” has been part of American retirement planning. The program is intended to assist citizens with retirement income as early as age 62; however, many people will find it beneficial to delay this income until later. Social Security considers  Read More →
Social Security: Piecing Together Your Retirement Puzzle [Video]
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
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When viewing retirement, it’s easy to look at the big picture – you’ll have no more stressful daily commute, maybe you’ll travel a little more or spend more time with your grandchildren. But, in order to enjoy that big picture, it’s important to understand the small details and how your retirement puzzle fits together. One  Read More →

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