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Social Security is the base of everyone’s retirement, yet it is the least understood by most clients. Those preparing to retire may not understand the different ways to claim Social Security and, depending on their individual financial situations, the strategies to consider for optimizing their benefit amount.
In this webcast, you will learn the ins and outs of the system and optimal claiming strategies. We will provide you with detailed, real-life examples, so you can successfully advise your clients.
Basic knowledge of tax compliance and planning concepts
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