Understand Your Options
Know Your Needs
Maximize Your Benefits
Don' t make your most
Important retirement decision,
Social Secur ity,
without knowing your options.
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With the right Social Security
elections we were able to
Did you know?
retire two years earlier than
we anticipated.
you have started
col lecting Socia l Security you
may still be able to increase
your benefits.
There are over 2, 700 Social Security regulations...
• Federal law p rohibits
government employees from
provid ing you advice.
Allow us to guide you!
•
Review life factors - expected longevity, retirement goals,
anticipated retirement age, fa mi ly circumstances
•
Identify options - spousa l benefits, suspended benefits,
deferred benefits
•
Receive a comprehens ive Social Security benefits report
•
Meet face-to-face with an expert who will answer
your questions
• If you f il e at age 62, you
may be making a very
costly m istake.
• As an ex-spouse, you may be
entitled to extra benefits.
• If you are between the ages
of 50 - 70 you should
review your Social Securit y
benefit options.
r~ W I LKERSON GUTHMANN
~CPAs and Business Consultants
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Lee C/fntsman - - 651 .767. 1651
/c/intsman @ wilkersoncpa.com
www.wilkersoncpa. com
WILKERSON GUTHMANN
Lee Clintsman CPA, PFS, CFP"
Phone 657.767.7657
[email protected]
Fax 657.2976929
7270 West County Road E, Suite 700
Arden Hills> MN 55772
We increased our Social Security
benefits by $179,000.
By planning to use our investment
income to finance our first five
years of retirement, we will increase our Social Security benefits
by 32%, thank you!
www.wilkersoncpa.com
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The average wage worker can
expect lifetime Social Security
benefits to exceed $500,000.
For higher earning couples the
benefit could easily
exceed $1 million.
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WILKERSON GUTHMANN
~ CPAs and Business Consultants
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