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Retirement Planning for Individuals

What do I do with my old 401(k)?

  • Have you ever left your kids behind on a ride at Disney World?
  • Ever go to the mall and leave your car?
  • Have you left your old 401(k) plans with your previous employers?

 

Would it make sense to round up your old 401(k) plans and consolidate them into one single IRA?

Reach out to our team today, we can easily rollover your old 401(k) plans and help you take charge of your investments.

 

Social Security

Do you ever wonder when the best time would be to start collecting your Social Security benefits?

Retirement benefits can start at 62, but the longer you wait the greater the monthly payout will be.

Did you know that your Medicare costs will be determined by your average income in the two years prior to your retirement?

Can we show you the difference?

 

Click here to create your personal my Social Security account today. A free and secure my Social Security account provides personalized tools for everyone, whether you receive benefits or not. You can use your account to request a replacement Social Security card, check the status of an application, estimate future benefits, or manage the benefits you already receive.

 

download  Click here to learn about 5 Important Retirement Myths

download  Download A Guide to Understanding Medicare

 

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