Month: April 2018

Income Planning Workshop: Social Security and Tax Planning Under New Legislation

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Date 25 Apr 2018
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May 1st, 2016 and January 1, 2018 are significant dates for anyone depending on retirement income. In this workshop, we will cover fundamentals that seek to maximize income under the new Social Security rules and the Tax Cuts and Jobs Act. A morning event and an evening event are offered: Morning Event – 26 April…

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