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Access followed funds, subscribe to email communications, and view exclusive website content
Access your mutual fund, IRA, 529 college savings, closed-end fund, tender offer fund, or retirement plan/401(k) account
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PRESENTATION SLIDES
In this presentation we will cover various Social Security claiming strategies and the impact of life expectancy on benefits so that you can explore your options. We also will explain the impact of earned income on benefits as well as the taxation of Social Security benefits. Additionally, we will review this year’s changes to the cost-of-living adjustment, maximum benefits, full retirement age, earnings limit, and benefits for working retirees.
Q&A
Use this Q&A to help learn some of the finer points of this historic social program.
As you know, Social Security plays a role in many retirement plans. Despite having been around since the 1930s, there are still many aspects of Social Security that are commonly misunderstood. Watch our seminar that focuses on some of the ways to help optimize your potential benefits.
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