Jul 23, 2020
They go over:
- The rules
- Planning for taxes in regards to how you take it
- What people can do before they retire to help mitigate the tax burden on their Social Security income
Jul 23, 2020
Talking points include:
- Experiences with clients on what to do if offered one of these packages
- Health insurance is a huge factor - is a Cobra plan part of the package?
- Do you qualify for a subsidy for insurance under the Affordable Care Act?
- Don't let your emotions cloud your decision on whether to accept a VSP