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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!

This course is excluded from all subscription packages.

$62.00 $46.63
This on-demand course discusses the basics of the Social Security program.
$62.00 $46.63
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.
$59.00 $44.37
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.
$55.00 $41.37
Tax professionals and financial planners are uniquely positioned to guide their clients to make a well informed Social Security income election decision. As they venture into this topic area, they will need to determine what level of Social Security income planning service they will provide for their clients, or they may opt to outsource certain aspects of these services. If they choose to provide these services in-house, they will want to utilize effective means of marketing and providing the requisite client deliverables.
Total: 4 courses (8 CPE hours)

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