Finding the best and earliest strategies for Social Securities


On Nov. 2, 2015 President Obama signed the Bipartisan Budget Act of 2015 which drastically modified some of the options available within Social Security.

Two popular Social Security claiming strategies were severely limited.  If ever there were a sense of urgency in ensuring that you get the most you are eligible for under Social Security that time is now.  There is a small grace period to lock in those benefits that ends May 1, 2016.

Our Social Security Timing® software identifies the best and earliest strategies in easy-to-understand charts, and allows you to add alternates for comparison.

We offer this service at no cost or obligation.  Please give us a call to schedule a convenient time to evaluate your own situation.  To schedule your appointment contact Steve Lloyd, Office Manager at UCCU Financial Group.  Their phone number is 801-223-7502.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Not NCUA/NCUSIF Insured – No Credit Union Guarantee – Not a Deposit – May Lose Value –Not Insured By Any Federal Government Agency.
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