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Social Security Survivors Benefits

Toolkit Information on social security benefits your family may be entitled to receive, including the affect of your work record, the amount received, lump-sum benefits, and when to contact the social security administration...
Published on October 31, 2005

Social Security Disability Benefits

Toolkit It is important to know what disability benefits you may be entitled to under Social Security. Learn about the two programs that Social Security Administration uses to pay, the strict definition for qualification, and much more
Published on October 28, 2005

Government Accountability

Overview Information on the unique fiduciary role of government entities and balancing public entity budgets. Includes information on social security, pension funding, GASB 34, the nation's fiscal outlook, and more
Published on November 20, 2006

In Crisis End of Life

Article ...Presentation Outline Estate Planning Checklist Power of Attorney Wills Social Security Survivors Benefits
Published on July 27, 2011

Retirees

Overview Life cycle financial literacy resources for retirement, including articles on taking the mystery out of retirement planning, social security, retirement income needs, 401(k) plans, a mobilization kit, plus more
Published on July 18, 2011

Funding Your Retirement

Toolkit Guidance on funding retirement, through resources such as pension plans and social security. Includes details on the different benefits and plans available
Published on October 26, 2005

U.S. Government Financial Literacy Resources

Link Collection of links to the US Government Financial Literacy resources, including the Department of Treasury Office of Financial Education, Fair and Accurate Credit Transaction Act, the IRS, and much more.
Published on December 05, 2012

Recessionary Survival Mobilization Kit

Toolkit The Recessionary Survival Mobilization Kit is available to provide resources to Business & Industry Members. Learn about coping with job loss, paying for college, saving, investing, funding retirement, and home buying & foreclosure.
Published on January 28, 2011

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The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning: Second Edition

Many Baby Boom generation clients will be retiring in the next 15–20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.



Planning for Retirement Needs, Eleventh Edition

Focuses on selecting the right retirement plan for the business and on individual retirement planning.



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Copyright © 2006-2013 American Institute of CPAs.