Social Security can feel overwhelming, but understanding it is key to making the most of your benefits. Our custom Social Security class focuses on the most common scenarios, covering 20% of the 526 possible options—enough to help about 85% of Americans.
How Social Security benefits are calculated
How the system works
Strategies to maximize benefits for singles, married couples, divorced individuals, and widows/widowers
Common mistakes to avoid when planning for Social Security
Planning tips for retirees with children
Tax rules and how they affect your benefits
How Social Security benefits are calculated
How the system works
Strategies to maximize benefits for singles, married couples, divorced individuals, and widows/widowers
Common mistakes to avoid when planning for Social Security
Planning tips for retirees with children
Tax rules and how they affect your benefits
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
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