Retirement Step-By-Step Video Course
Lesson 01: Finding The Perfect Investment
Looking for smooth sailing?
You can’t guarantee that retirement will be smooth sailing, but with the right knowledge you can be better prepared to weather the challenges.
This lesson focuses on how to be tax wise during retirement by becoming better tax diversified.
Learn how to transfer savings from employer provided 401k or other retirement plans with an IRA rollover.
Being tax wise during retirement requires understanding how Social Security benefits are taxed.
Supersizing Social Security Video Course
Lesson 01: Top 5 Considerations for Supersizing Benefits
Maximizing Social Security
Is it time for Social Security? Well, why not have it supersized? This library of educational videos is devoted to helping you to maximize all that you’ve got coming from your Social Security.
Learn the importance of your full retirement age and why it may not be the best age to start collecting benefits
The way benefits are taxed can come as a surprise. Learn more about the Social Security tax torpedo.
The focus of this lesson is on maximizing the spousal benefits available to many married couples.
Divorced spouses may be eligible to claim benefits based on an ex-spouse’s Social Security record.
The age you start collecting retirement benefits can have a large impact on the amount of any survivor benefits.
In this lesson we will focus on the earnings test and how benefits can be impacted by continued employment.
Medicare Made Easy Video Course
Lesson 01: Deciding Between Your Two Medicare Paths