The instructor will delve into both the history and the basics of Social Security to assist students in making important lifetime decisions. In this fast-paced class, students will learn the following: History and basics of Social Security, Social Security income strategies for married couples, Taxation (and double Taxation) on Social Security, Penalties on your Social Security, Retirement Income Strategies with 401’s and IRA’s, New Required Minimum Distribution Rules - The Secure Act, and Tax-Free Retirement Income Strategies.
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