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Medicare

Social Security & Medicare Quick Guide

By Sound Planning Group Team | March 14, 2025 | 0

Navigating your 2025 Tax Year – Thresholds and RMDs to keep top of mind

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    Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC-registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Sound Planning Group (SPG) and SPG Advisors, LLC collectively operate under the brand name Sound Planning Group. SPG is not affiliated with or endorsed by the Social Security Administration or any government agency. Investment advice is offered through SPG Advisors LLC, an SEC Registered Investment Advisor; Medicare consulting and insurance products are offered through SPG. SPG works with qualified attorneys and accountants on legal and tax considerations; SPG does not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation.

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    Awards listings, rankings, and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain quality or type of results if Sound Planning Group or SPG Advisors is engaged, or continues to be engaged, to provide financial planning or investment advisory services, nor should it be construed as an endorsement of Sound Planning Group or SPG Advisors by any current or past clients. Awards listings, rankings, and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

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    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.

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    SPG Advisors, LLC (“SPGA”) is an SEC-registered investment adviser located in Kirkland, Washington. SPGA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SPGA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SPGA’s website on the Internet should not be construed by any consumer and/or prospective client as SPGA’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SPGA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of SPGA’s current written disclosure Brochure discussing SPGA’s business operations, services, and fees are available from SPGA upon written request.

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    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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