Traphagen Wealth Radio

Social Security Planning Overview


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This podcast features Jeff Hanson, CPA, PFS, AEP, CFP, tax and financial advisor, and Tiera Mulligan, portfolio operations specialist. 

This is a discussion of the following:

1. Recent changes to Social Security claiming strategies

2. Social Security planning discussion

3. Impact of taxes on Social Security

 

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Traphagen Wealth RadioBy Traphagen Wealth Management Team