Posts Tagged ‘strategies’
Tax Planning Considerations for Social Security and Medicare
Tax Planning Considerations for Social Security and Medicare Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® While Social Security and Medicare are two distinct programs, many people view them in the…
Read MoreWill Social Security Be Around When I Need It?
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® You’ve probably heard media reports about the worrisome financial condition of Social Security, but how heavily should you weigh this information when deciding when…
Read MoreWebinar: Planning for Social Security Benefits
Webinar: Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including: * eligibility…
Read MoreManaging Retirement Income Sources
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Managing your incomes sources in retirement may seem like a simple task but can get complicated quickly when trying to minimize taxes and maximize…
Read MoreWhen Should I Start Taking Social Security?
By Kevin Reardon CFP® We are asked this question more than any other. Like most things in life, there is no perfect answer. However, there are guidelines and considerations in making this…
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