Are you asking yourself "When Should I File for Social Security?"

"This guide breaks down complex considerations and over 2,700 Social Security claiming rules

into a simple decision flowchart you can complete in 5 minutes."

Choose what age to claim Social Security so you can maximize your benefits

Reduce your tax exposure by factoring in these key considerations

Prepare for retirement by learning how to file for Social Security

Read it Right Away - Download Now!

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Revisionist Wealth & Revisionist Wealth Advisors, LLC | 107 E. Lancaster Ave, Suite 102 | Downingtown, PA 19335 US

2,700 rules source: https://www.nysscpa.org/news/publications/the-trusted-professional/article/social-security-filing-strategies-under-the-new-rules

Disclosures

Investment advisory and financial planning services offered through Revisionist Wealth Advisors, LLC, an SEC Registered Investment Advisor. Subadvisory services are offered through Betterment Securities, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Revisionist Wealth. Revisionist Wealth is a separate and unaffiliated entity from Revisionist Wealth Advisors and Betterment Securities. Keep in mind, this Social Security Resource (and all associated Resources) are educational tools and are not intended to sell investment or insurance products, nor are they intended to provide tax or legal advice. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategy to ensure it fits your specific situation. Also, this PDF, website, and associated content are not endorsed or approved by the Social Security Office or any other Government Agency.

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