A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.