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    How to Help Clients Fill the Social Security Income Gap

    Posted by Lori Fogle on Wed, Aug 26, 2020 @ 12:00 PM

    One of our producers mentioned that he’s been getting one question a lot more often than normal from clients.

    “Is Social Security going to run out?”

    That’s a valid question, one that might be on your clients’ minds as well. But there’s an even more important question regarding a potential Social Security shortfall. And you can help clients answer it with an insurance product feature you probably already have in your arsenal --

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    Tags: annuity, Social Security, retirement strategies, income rider

    Does a Delayed Strategy for Social Security Make Sense?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Dec 11, 2019 @ 12:00 PM

    There are many reasons clients might delay claiming Social Security benefits. At our firm, once we’ve cleared up common misconceptions with our clients, they’re often more open minded about hearing possible reasons for a delayed strategy. Many had never thought of these reasons before. Have you?

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    Tags: taxes, Social Security

    3 Social Security Misconceptions That Permanently Alter Retirement Income

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Dec 04, 2019 @ 12:00 PM

    When and how your clients claim Social Security benefits is one of the bigger decisions they’ll face as they transition from their working years into post-working years. For many folks, Social Security will be one of their largest retirement resources, and it’s often the most mismanaged.

    Irrevocable decisions could potentially add or subtract tens of thousands of government-backed, inflation-adjusted, and tax-advantaged dollars from lifetime retirement resources.

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    Tags: Social Security, retirement strategies

    Help Your Clients Be Aware of RMDs and Related Taxes in Retirement

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Mar 27, 2019 @ 12:00 PM

    Whether your clients file their taxes with the assistance of an online preparation service or by working with you or a tax professional, they may have been advised to contribute to a qualified plan like an IRA in order to minimize their previous year’s taxes. Where clients have allocated their resources may increase their taxes in retirement and contribute to determining their Required Minimum Distributions (RMDs).

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    Tags: taxes, Social Security

    How to Plan for a Client's Provisional Income in Retirement

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 28, 2017 @ 05:47 PM

    One of the most engaging topics that I cover in my Social Security education class is the impact of taxes. Most attendees at my workshops don't know that their Social Security benefits may be subject to tax. Of those few who do know, many are unsure as to how it is determined, and how much tax they are likely to pay.

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    Tags: taxes, Social Security, retirement strategies

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.