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 401k’s and IRA’s
- New Required Minimum Distribution Rules - The Secure Act
- Tax-Free Retirement Income Strategies
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