Guide to Social Security Planning - 7th Edition
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Guide to Social Security Planning - 7th Edition

5 months ago · 1.4 MB Download



Although many resources provide Social Security facts or advice, including those from the Social Security Administration, few are oriented towards professionals seeking to offer guidance to clients. The CPA trusted adviser is in a unique position to assist clients with Social Security because of his or her unique understanding of a range of personal financial planning concerns. This guide is a valuable tool to use when giving advice on Social Security benefits to anyone who intends to collect Social Security

Download the social security planning guide

File name: cpa-social-security-planning-guide.pdf

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