Consumer Brochures
WEALTH BUILDING STRATEGIES | RESOURCES
Social Security & Retirement Information Brochures
Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity may help chart your course for retirement!
What You'll Discover
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Should I consider Fixed Index Annuities as part of my retirement strategy?
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Will I have enough income for my retirement when considering inflation, health care & social security benefits?
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How do I determine what my estimated Social Security income benefits will be at retirement?
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How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?
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Will my retirement benefits be adjusted for inflation?
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When should I consider to start collecting Social Security benefits for retirement?
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Are my Social Security income benefits taxable?
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Complimentary Brochures
Why Fixed Index Annuities? | Social Security Quick Facts
*Please note that Wealth Building Strategies and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Wealth Building Strategies may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.
Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.
Fixed index annuities are insurance products that are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Any distributions are subject to ordinary income tax and, if taken prior to age 59 ½, an additional 10% federal tax.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.