For many Americans, Social Security benefits are their largest source of retirement income, but was not designed to completely replace your pre-retirement income. At Bales Financial Group, Davey Bales and Mark Anglin know that tax and social security planning are critical to having a successful retirement income plan. In addition, they work with many teachers to help them navigate their way thru TRS, the teachers retirement system, and plan their exit strategy.
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*Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.