1404 Lake Pointe Pkwy, Sugar Land, TX 77478   |   Phone: (832) 440-7293   |   Email: James@MarshallYourMoney.com

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Marshall Wealth Management, LLC is a registered investment advisory firm registered in Texas and Kentucky. Insurance services also offered by Marshall Wealth Management.

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CONSUMER BROCHURES

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Social Security & Retirement Information Brochure

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When should I consider to start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

DOWNLOAD OUR COMPLIMENTARY BROCHURES

Why Fixed Index Annuities? | Social Security Quick Facts | Empowering Today's Women