Learn how the 2020 SECURE Act increased opportunities to minimize and in some cases eliminate taxation on your Social Security benefits
Social Security will provide on average 40% of your retirement income so understanding all of the options is very important.
- You will learn how your Social Security filing decision fits into your retirement plan.
- You will learn how to minimize and in some cases even eliminate taxes on your Social Security benefits.
- You will see specific examples of why it’s important to use the right filing strategy.
- You will learn about the Bipartisan Budget Act and how it changed Social Security.