Latest / The Bucket Plan® On-Demand Series
Debunking Social Security Myths: How to Help Clients Maximize Their Benefits Part 2
Dive deeper into the complexities of Social Security planning with part two of this enlightening episode featuring Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head Social Security Planning at OneTeam Financial. Tune in to discover advanced strategies and little-known rules that can significantly impact your clients' retirement outcomes. Ash tackles misconceptions about benefit calculations, pension interactions, and international considerations. He also shares how to navigate HSA contributions, tax implications, special rules for same-sex couples and divorced individuals, and more. Gain…
The skinny
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