Your Retirement Resource Destination
The journey to retirement can take many directions, and we strive to provide you with essential information to help guide you toward your retirement dreams.
Guides to Help You Through Your Financial Planning and Wealth Management Journey
We answer some of the most important retirement planning questions that most retirees and pre-retirees ask.
Social Security
Choosing when and how to draw Social Security can be a tough decision. Use this cheat sheet as a summary to understand full retirement age, earnings limit, age-based reductions & increases, and more.
Tax Information
Are you capitalizing on the tax benefits available to you? Use this cheat sheet as a summary to understand income tax rates, standard deductions, capital gains & qualified dividend rates, and more.
Medicare
Are you approaching age 65? If you’re not familiar with your Medicare options, you may feel overwhelmed because there’s a lot of information to review. Use this cheat sheet as a summary to each part’s coverage, eligibility requirements, costs, and more.
Calculators
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© 2023 L&L Advisors
*Levi Huncovsky offers Securities through CreativeOne Securities, LLC Member FINRA/SIPC.
**Levi Huncovsky, Tony Jennings & Dane Branfort offer Advisory Services through CreativeOne Wealth, LLC a Registered Investment Advisor.
L&L Advisors, Inc. is not affiliated with CreativeOne Securities, LLC or CreativeOne Wealth, LLC.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.
16608 – 2017/4/25