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Social Security Exploration

TRIANGLE FINANCIAL STRATEGIES  |  SERVICES

Today, nearly 90% of Americans age 65 and older receive Social Security income benefits.¹ Will your Social Security benefits be enough in retirement?

To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees.*

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

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

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

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

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

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

¹ Social Security Administration: 2020 Fact Sheet, January 2020

READY TO TAKE THE

Next Step?

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114 Torrey Heights Ln.  •  Durham, NC 27703

Phone: 919-228-9665  |  Email: info@trianglefinancialstrategies.com

Please note that Sean Ruehl and Triangle Financial Strategies can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation.

 

Sean Ruehl and Triangle Financial  may be able to identify potential retirement income gaps and may introduce insurance products such as a fixed annuity as a potential solution.

 

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

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Please note that Sean Reuhl and Triangle Financial Strategies and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

© 2024 Triangle Financial Strategies. All Rights Reserved.

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