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Social Security Claiming Strategies

There’s a great need in our industry for education about optimal Social Security claiming strategies. Clients often want to claim early, but they seldom consider how taxation will impact the overall size of their benefit and the longevity of their portfolio. Unfortunately, many wealth managers, including CPAs, also don’t appreciate the complexity of these calculations and haven’t made an effort to educate themselves. How can you call yourself a wealth manager if you can’t account for the disastrous impacts of taxation on your clients’ bottom line? Read more…


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