Social Security and Estate Planning

Social Security and Estate Planning

This comprehensive course is designed to provide you with essential knowledge and strategies to navigate the complexities of Social Security and estate planning. Whether you're approaching retirement or already receiving benefits, this course will teach you how to optimize your Social Security benefits, protect your assets, and ensure your legacy is secure. With a deep dive into Social Security filing strategies, tax implications, and estate planning essentials, you will learn the tools you need to maximize your financial security throughout retirement.

  • How to properly file for Social Security benefits
  • How to maximize the amount you are eligible for
  • How to avoid common mistakes people make when claiming their benefits
  • How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
  • How much income you can make and still draw Social Security
  • How Social Security is taxed
  • How to file and restrict benefits
  • How to claim a spouses benefit even if divorced
  • Understanding probate
  • The importance of wills, living wills, health care powers of attorney
  • Do you need a trust
  • How to guarantee your income for the rest of your life & your spouse's life
  • How to maximize the living & death benefits of life insurance
  • How to use current IRS tax codes to create a tax free retirement
  • How to keep your estate private
  • The most common estate planning traps to avoid

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