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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

 

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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Investment Advisory services offered by duly registered individuals through CreativeOne Wealth LLC a Registered Investment Adviser.  CreativeOne Wealth LLC and Senior Advisory Group Inc are unaffiliated entities.

 

Senior Advisory Group is not affiliated with or endorsed by the federal Medicare program or any other government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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Senior Advisory Group

Office: (970) 663-5630

Toll-Free: 1-877-281-4774

Mobile: (970) 669-1821

1140 North Lincoln Avenue

Loveland, CO 80537

Series 65

info@senioradvisory.com

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