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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Maximizing Your Social Security

Do you know how you can maximize your social security? Maybe you think it won’t exist by the time you retire or be enough even to matter. 

The good news is that social security is projected to only go down by 23% after 2034. That still leaves it with 77% funding, which is still a potentially large amount of money for your future.

In this video, Rob discusses the many nuances of social security and retirement. 

Topics Discussed:

  • How can social security be decreased?
  • How can your income and taxes impact your social security?
  • Minimizing penalties if you need to withdraw from your IRA early
  • Financial thresholds

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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