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Social Security, retirement and taxation

Robin C. Mueller, LUTCF

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Social Security benefits have never been a more relevant source of business, so it's time to get up to speed. Mueller shows you how you can use the Social Security benefit statement to set appointments. He also covers taxation and why the earnings limitation is extremely important for clients retiring early, and the import on their survivors' benefits. Learn how to coordinate Social Security's retirement benefits with the sale of cash value life insurance, annuities and securities when sold at the right time.
 

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