This video is a video of what a “retirement income plan” conversation looks like that takes place after one of our Social Security Seminars. For the attendees that would like a “retirement income plan” that also maximizes their Social Security, this is the conversation we have with them. Notice how there is a natural transition into the annuity conversation immediately following the Social Security maximization.
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
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