Many people don’t fully consider the impact of taxes and fees on their future retirement income. In a little over four minutes this video will show you why it is so important to manage investment fees and be tax-wise during retirement.

Webinars.

LIVE AND RECORDED CLASSES

Properly Harvesting Retirement Plans Webinar

  • How to protect against market fluctuations

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Tax Wise Retirement Webinar

  • Uncle Sam’s Share of Your Retirement Accounts

  • Reduce or Eliminate Social Security Taxation

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  • How to be Tax Wise in Retirement

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Supersizing Social Security Webinar

  • Your Retirement Benefits

  • Benefits for Spouses

  • Divorced Spouse Benefits

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  • Taxation of Benefits

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Medicare Made Easy Webinar

  • Enrollment Rules

  • Medicare Parts A-B-C-D

  • Medicare Advantage Plans

  • Prescription Drug Plans

  • Avoiding the “Donut-Hole”

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Free Analysis.

PERSONALIZED WRITTEN REPORTS

FREE Personalized Retirement Analysis

This written report will analyze where you are and what you must do to achieve retirement success!

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FREE Personalized Social Security Supersized Analysis

When should I take Social Security to maximize my benefits? – You’ll find the answer in this personalized report!

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  • Step-by-Step filing instructions

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