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Explore weekly updates that could help you feel more prepared for retirement.

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socialsecuritytaxed

Apr10

Taxes On Social Security

Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought it would be tax-free. It isn’t just those that have built significant wealth that will ...

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*Backed by the claims-paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. 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.

The top 50 financial security professionals in the state of Illinois was given on July 2022, 2023, 2024 & 2025 by Forbes/Shook Top Advisor Research. Receipt of such is based upon individual and total company annuity and life insurance production covering the prior calendar year. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional) awarded October 2020 for the time period of 2019 should not be construed as an endorsement of the wealth manager by Crescendo Business Services or any client nor are they representative of any one client’s evaluation. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients including factors such as assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The award does not evaluate the quality of services provided and is not indicative of the award winner’s future performance. It is important to note that the sponsor of the award may send nomination letters to thousands of candidates that do not respond. Therefore, claims that the award is prestigious and other similar statements may be misleading. Additionally, although Wealth managers do not pay a fee to be considered or awarded; the recipient may have to compensate Crescendo for the use of their proprietary material. Crescendo is a for-profit entity. For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com.

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