Social Security - Tax Plan

Optimizing your social security election options can dramatically improve your retirement income outcomes.  To help you make informed social security and tax efficiency decisions, we provide you with the guidance and tools to evaluate alternative strategies before you regret making a ill-advised decisions. 

 

Although we are not CPA’s or Attorney’s, we work closely with your trusted CPA or Attorney professional to develop investment, financial and estate planning strategies designed for tax efficiency – both now and during other life stages. 

advizr ss tool - ss tax plan 20200529.pn

Receive your free SS Optimization Assessment.

Advisory services offered through Dynamic Wealth Advisors.
 

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

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Francis Gillis is an Investment Advisor Representative with Dynamic Wealth Advisors dba 401K Extra LLC All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  

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