Coordinating Social Security with Other Retirement Income | LaTour Asset Management

Joe LaTour of LaTour Asset Management explains how to coordinate your Social Security benefits with your other retirement income sources for maximum efficiency. Social Security is just one piece of your retirement puzzle—but how you combine it with withdrawals from IRAs, pensions, and investment accounts can make a big difference in how long your money lasts and how much you pay in taxes. Joe discusses key strategies for aligning your income streams to help minimize taxes, preserve your nest egg, and ensure your Social Security works with your retirement assets—not against them.

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Investment Advisory Services offered through LaTour Asset Management, LLC, an investment advisor in the states of Missouri, Arkansas, Texas, and Alaska, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Insurance products and services offered through LaTour Advisory Group Inc. LaTour Asset Management, LLC and LaTour Advisory Group Inc. are affiliated companies. LaTour Asset Management, Joe LaTour, Jim Margraf, and Josh LaTour are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be considered legal, tax, or investment advice. Investing involves risk, including possible loss of principal. Always consult a qualified advisor before making financial decisions.