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Today we are going to talk about some of the must-know rules and information regarding Social Security. Figuring out Social Security benefits can get complicated because it’s not a matter of simply looking at the numbers on your statements and planning based on that. There are plenty of rules that…
In this episode we look at why it is so important to have someone with experience and a fiduciary responsibility leading your financial team. We all need a financial quarterback. Listen in for tips and strategies to get your financial and retirement income plans in order.
In this episode David and John talk about the need for a lifetime of income in retirement and ways to help you possibly achieve that goal by maximizing your Social Security and using options that help protect your principle and provide income in retirement.
Are your retirement accounts a ticking tax time bomb waiting to go off in retirement? In this episode we talk about what can be done to minimize your tax burden in retirement.
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von David and John Compton, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.