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Social Security benefits: No longer just a retiree’s lunch money

Cheryl Robertson, J.D.

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Social Security accounts for half of retirement income for 65 percent of Americans. Understanding how to maximize them and capitalize on their tax-efficient nature can mean the difference between retirement and “work-tirement” for many clients. Robertson explains how to analyze the myriad benefit options, effectively incorporate them into retirement plans and capitalize on the tax-efficiency a Social Security-weighted retirement plan can provide.

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