Social Security Optimization and Income Tax Strategies for Successful Families

$25.00

One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000. Join Maureen and Nick from The Financial Team to learn how the tax law changes may affect your benefits and solve the best after-tax combination for your sources of income – including the dreaded RMD.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Nick Gardner, CFP and Maureen Verduyn, CFP, EA, M.Ed., CEPA

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Description

One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000. Join Maureen and Nick from The Financial Team to learn how the tax law changes may affect your benefits and solve the best after-tax combination for your sources of income – including the dreaded RMD.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Nick Gardner, CFP and Maureen Verduyn, CFP, EA, M.Ed., CEPA