Social Security for 2023

January 13, 2023

Social Security can be a very confusing subject when it’s time to file.  Even those of us who do this every day can get confused by all of the different rules.  That’s why in this week’s newsletter I want to provide you with a full user’s guide from Athene.

Social Security is a benefit that the vast majority of Americans pay into and it is your right to get as much as absolutely possible from this benefit. 

In this guide, you’ll find helpful information such as:

  • When is the best time to file?
  • What are the benefits of waiting to file?
  • How is Social Security taxed?
  • How does Social Security impact Medicare?
  • What are your Survivor Benefits?

and much, much more!

Social Security Brochure

Social Security is only one component of retirement and will not supply most people’s full income needs.  That is where my ATLAS Annuity Strategy comes into play!  If you have not watched my video series, “20% More Income in Retirement” take the time to go through it and see how to maximize your retirement accounts.

Then take the time to click the “Schedule a Call” button to book a short phone call to get your questions answered and find out if the ATLAS Annuity Strategy is right for you!


All the best,


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Watch this short video series to learn which annuities I use and how I use them to get an average of 20% more spendable retirement income than any other advisor plans you've seen.

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