Social Security Income Challenges (Currently Unavailable)

The Social Security income election decision may be one of the most important financial decisions pre- and early retirees make. These Social Security courses will provide you with a thorough overview of this important topic.

These courses include a review of the most recent developments that are becoming effective from legislation in recent years. These changes dramatically impact two previously popular claiming strategies. Get the information you need to assist your clients with this important financial decision!

For Baby Boomers, the effect of an educated, well-timed Social Security income election decision can lead to an increase in retirement standard of living and longevity of portfolios. Often the claiming rules and strategies can be quite complex for certain cases.
Your clients may be aware of the effect of an educated, well-timed Social Security income election decision however, that decision is just the foundation of a well-designed retirement plan.
This course provides tax and financial professionals with marketing and practice management tools to help them both bring more value to existing clients, and attract new clients, while educating and guiding them through this very important financial planning decision process.
This on-demand course discusses the basics of the Social Security program.
Total: 4 courses (8 CPE hours)

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