Social Security Planning (Planning for Income) - Member Access

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Baby Boomers want to know if Social Security will be there for them. You can help answer that question in this 50 slide presentation. Help your audience understand the value of Social Security, how benefits are calculated, including divorce, survivor, and spousal benefits. Explore the taxation of Social Security benefits, and how to coordinate their benefits with their pension, IRA/401k, and other investments.

* A follow along script is included with this presentation *

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