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Maximizing Social Security Benefits & Navigating Quarterly Taxes: Expert Insights
Manage episode 407502715 series 3561344
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With nearly 90% of Americans claiming Social Security benefits before their full retirement age, it's essential to understand the implications of early or delayed claiming. Kevin explains how his team educates clients to calculate the optimal claiming strategy tailored to their unique circumstances, considering factors like income, health insurance, and retirement plans.
Transitioning to the topic of taxes, Kevin sheds light on the complexities of the tax code, often misunderstood by taxpayers. He shares anecdotes and insights into common misconceptions and pitfalls, emphasizing the importance of professional guidance to avoid unnecessary penalties and tax liabilities.
For your custom Comprehensive Retirement Income Plan - Call Kevin NOW!
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