Perspective Newsletter & The Edge

• Perspective - June 2019
• Perspective - May 2019
• Perspective - March 2019
• Perspective - February 2019
• The Edge - January 2019
• Perspective - December 2018
• Perspective - November 2018
• The Edge - October 2018
• Perspective - September 2018
• Perspective - August 2018
• The Edge - July 2018
• Perspective - June 2018
• Perspective - May 2018
• The Edge - April 2018

Retirement Planning

Retirement Plan contribution and Social Security limits for 2018 & 2019

Social Security*

The Four Parts of Medicare 
Prepared by Lincoln Investment

Understanding Social Security Changes - November 2015
Prepared by Lincoln Investment

Taxes**

Tax Topic : Pep & Pease Prepared by Lincoln Investment .

Maryland MOLST*** - Maryland Residents only

* This material is being provided for general information and educational purposes only and should not be construed as investment, tax, accounting, or legal advice, or used as primary or final determinant of the best strategy on how and when to claim Social Security benefits. It is strongly recommended that each individual meet with a Social Security representative who can address his/her specific situation. A wealth of information, including interactive calculators, can be found a the Social Security Administration's website: http:www.ssa.gov/pgm/retirement.htm.
**Tax services are not offered through, or supervised by, Capital Analysts or Lincoln Investment.
***When you click the link above, you will be directed to a third-party site. We make no representation as to the completeness or accuracy of information provided at the third party web sites. Nor are we liable for any information you receive arising out of your access to or use of these third-party sites. When you access one of these sites, you assume total responsibility for your use of the sites you are visiting.