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Please feel free to share the link with anyone you know who might benefit from learning about Social Security and the various collection strategies available.

Also, if you would like your advisor to run an analysis of your Social Security benefit and calculate the “breakeven ages”, please complete the attached worksheet and send it to them along with your Social Security benefit statement (found by going to www.ssa.gov).

Download your copy of the Maximizing Your Social Security Retirement Benefits worksheet


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