IMPLEMENTING AND MAXIMIZING YOUR BENEFITS
You’ll want to ensure you’re getting the most of what your benefits have to offer when it comes to providing for a spouse, optimizing social security payouts, and handling taxes related to your benefits.
Look to Megent Financial for:
• Investment advice
• Counseling on integrating outside assets, such as
401(k) accounts and IRAs
• Review of spousal benefits
• Assessment of benefit-related tax liability