Learn about how it’s possible to trade IRA dollars for more Social Security dollars and the potential tax benefits.

Webinars.

LIVE AND RECORDED CLASSES

Properly Harvesting Retirement Plans Webinar

  • How to protect against market fluctuations

  • How to protect against inflation

  • How to protect against outliving your savings

  • Using IRA rollovers to continue tax deferral

  • How to protect against long term care expenses

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Tax Wise Retirement Webinar

  • Uncle Sam’s Share of Your Retirement Accounts

  • Reduce or Eliminate Social Security Taxation

  • Roth Conversion Strategies

  • Tax Free Cash Flow

  • How to be Tax Wise in Retirement

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Supersizing Social Security Webinar

  • Your Retirement Benefits

  • Benefits for Spouses

  • Divorced Spouse Benefits

  • Benefits for Surviving Spouses

  • 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!

  • Find out how long will your savings last?

  • See how your Social Security choices impact your savings

  • Learn how inflation might impact your future security

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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!

  • Find the best strategy to maximize lifetime benefits

  • Step-by-Step filing instructions

  • Making correct decisions can mean tens of thousands in extra retirement dollars

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FREE Personalized Medicare Supplement Plan Comparison

No need to call dozens of companies because this written report will provide prices for most plans available in your specific zip code.

  • Easily compare the top 30+ carriers to get the best rate

  • Quotes, rate histories, and financial ratings for each carrier

  • Side-by-side comparisons all in one report

Get Analysis! It’s Free!