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Social Security and Retirement Income Planning

Instructor will delve into both the history and the basics of Social Security to assist students in making important life 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 401ks and IRAs
  • NEW REQUIRED MINIMUM DISTRIBUTION RULES- The Secure Act
  • Tax-Free Retirement Income Strategy
Course ID/# : 1508/SPGF3602
Fee: $49.00



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