Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
One of the best ways to prepare for retirement is to set aside money in a tax-advantaged retirement account. Hopefully, you have done so year after year and built a nice nest egg.
In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.
You’re closing in on retirement, but you’re not there yet. Are you on track?
Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.
1425 S. Higley Road #106
Gilbert, AZ 85296
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