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Social Security is simple, until it isn’t. Join former Social Security Director Kurt Czarnowski to sharpen your knowledge of the many important aspects of Social Security, to…
Nearly 1 million people get a letter from Social Security Administration (SSA) every year demanding that they repay Social Security benefits they've received. The amounts vary…
Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted…
Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit. Many have income from Social Security…
Ten million taxpayers are inside the Social Security benefits “tax torpedo”. This is where if more income is taken, more Social Security benefits are taxable. Such taxpayers can…