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Resources

Helpful Links

GOVERNMENT AGENCIES

+ Internal Revenue Services

+ Social Security Administration

+ Medicare

+ Federal Reserve

+ Pension Benefit Guaranty Corporation

+ U.S. Securities & Exchange Commission

*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Social Security & Retirement Information Brochures

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?

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Download Our No-Obligation
Complimentary Brochures

Why Fixed Index Annuities? | Social Security Quick Facts

*Please note that New Legacy Financial and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. New Legacy Financial may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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1099 W Governor Rd. • Hummelstown, PA 17036

Phone: (717) 707-7750  |  Email: connect@newlegacyfinancial.org

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and New Legacy Financial, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

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