Understanding Your Social Security Benefits and the Effects on Your Retirement Assets and Estate Plan

from Dan R. Morris

Join Jon Linford with Guest Speaker, Matt McMahon, Certified Financial Planner TM

Points that will be covered:
• How to make the most of your Social Security retirement benefits.
• How benefits are taxed.
• How distributions from your retirement accounts can impact your benefits.
• Important factors to consider when choosing your claiming strategy.
• How to make sure your Social Security and other assets are protected at Incapacity or Death. (from )

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