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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
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