Our Community Is Special

Join us at these events to connect with our team!

We will host "Coffee and Conversations" at Roop Financial Services and take a closer look at the Social Security program: its benefits; how those benefits may be affected by your decision about when to receive them; some different strategies for filing, whether you take them while still working; and the tax consequences. We’ll also focus on spousal and ex-spousal benefits.

You may think of Social Security as a simple thing; you sign a form around your 65th birthday, then sit back and cash the checks. But the truth is, there are many decisions to make when it comes to receiving benefits. Those choices can affect the level of income you receive for the rest of your life, and possibly even your spouse.

Social Security - Then and Now
Your Benefits
When to file
Filing Strategies
How much is taxable - Provisional Income

Tim Brown from Transamerica and Walter Roop, CLU, Senior Wealth Advisor at Roop Financial Services, will be at Roop Financial Services to answer questions; they can work with you to see the bigger picture that is your retirement. Together, you can discuss your investment strategy and Social Security Retirement Income. Tim Brown, and Transamerica is not affiliated with or endorsed by LPL Financial and Roop Financial Services.