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SOCIAL SECURITY OPTIMIZATION

SOCIAL SECURITY OPTIMIZATION

Social security claiming strategies can play a very important role in creating your income plan.  I will help you coordinate and maximize your social security to ensure the most optimal benefits considering your entire situation. 

👇Here are some common questions we can answer for you:

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  • Should I delay claiming my benefit?

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  • Should I claim based on my spouses' benefit or mine?

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  • What will my benefit be if I stop working before my full retirement age?

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  • How will my benefits be taxed?

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  • Can I claim benefits based on my ex-spouse benefits?

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I also help you consider other factors like your health conditions and family history to help you optimize your income plan. 

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​👉 Want to learn more about creating a paycheck in retirement? Click here to get your Complimentary Retirement Analysis. 

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2024 Green Mountain Planning, All Rights Reserved. 

Green Mountain Planning (“GMP”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GMP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. [1]

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of GMP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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