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Maximize Your Social Security Benefits for a More Secure Retirement

Your Social Security benefits can play a major role in your retirement income. But to truly maximize what you're entitled to, understanding the ins and outs of when and how to claim is essential. With the right strategy, you can significantly increase your benefits and set yourself up for a more comfortable future.

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We have developed the SIMPLY acronym to
encapsulate our comprehensive retirement strategy.

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SHELTER
MONEY

M

MEDICARE & LONGTERM

P

PROTECT LEGACY

L

LESS TO
THE IRS

Y

YEARLY
VISIT

I

INCOME
GENERATION

The following information is sourced directly from the Social Security Administration (SSA). RetireSimply™ and Foundations Investment Advisors are not affiliated with or endorsed by the SSA. For the most accurate and up-to-date details, please visit SSA.gov.
The information provided above is sourced directly from the Social Security Administration (SSA) website (https://www.ssa.gov/benefits/retirement/social-security-fairness-act.html?) and is for informational purposes only. RetireSimply™ and Foundations Investment Advisors are not affiliated with, endorsed by, or connected to the Social Security Administration. For the most up-to-date and official information, please visit SSA.gov.

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