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Social Security Planning

Social Security Filing and Maximization Strategies

Maximizing your Social Security benefits involves more than simply deciding when to file. At RetirePath, we offer comprehensive Social Security filing and maximization strategies that help you make informed decisions based on your unique financial situation. We understand that Social Security benefits are a critical component of retirement income, and a well-planned strategy can result in significantly higher lifetime benefits.

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Our approach considers factors such as your health status, marital status, income needs, and other retirement resources. Whether you’re planning to file early, wait until full retirement age, or delay benefits to increase your payout, we’ll help you evaluate the impact of each option. We also offer advice on spousal and survivor benefits, ensuring that you and your loved ones receive the maximum possible support.

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Navigating the complexities of Social Security can be overwhelming, but you don’t have to do it alone. Our expert advisors provide personalized strategies to optimize your benefits and integrate them into your broader retirement plan. With RetirePath’s Social Security maximization services, you can feel confident that you’re making the most of what you’ve earned.

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RetirePath

501-904-5858 | info@retirepath.net

11300 N. Rodney Parham Ste. 120

Little Rock, AR 72212

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Disclaimer

Advisory services are offered through RetirePath Wealth, LLC, an Investment Advisor in the State of Arkansas. Insurance products and other services are offered through The RetirePath Agency, Inc. and/or RetirePath Property and Casualty, LLC, affiliated companies. All content is for informational purposes only, it is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future based performance or indication of future results. Purchases are subject to suitability, which requires a complete review of investor’s objectives, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. RetirePath Wealth, LLC, The RetirePath Agency, Inc., and RetirePath Property and Casualty, LLC are not affiliated with or endorsed by Social Security Administration or any government agency. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.

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