WHITEPAPERS
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6 Critical Social Security Facts
Updated as of May 2016.
The regulations surrounding Social Security are changing all the time. In our continued effort to provide you with the highest possible quality of materials, we have recently updated our “6 Critical Facts” whitepaper to reflect the latest regulatory revisions. This whitepaper covers:
- New rules and regulations
- How age affects benefits
- Strategies for collecting Social Security
- Spousal and survivor benefits
We are not endorsed by or affiliated with the U.S. government or any governmental agency. This material is not approved, endorsed, or authorized by the Social Security Administration.
IRA RESOURCES
Avoiding 60 Day Rollover Mistakes in 5 EASY steps
Avoiding 72 (t) Mistakes in 5 EASY steps
Avoiding Charitable IRA Beneficiary Mistakes in 5 EASY steps
Avoiding Mistakes in a Divorce in 5 EASY steps
Avoiding the 10 Percent Penalty in 5 EASY steps
Calculating your Pro Rata Rule in 5 EASY steps
Calculating your RMD in 5 EASY steps
Choosing the Right Financial Advisor in 5 EASY steps
Choosing the Right Tax Professional in 5 EASY steps
Determining Tax on Roth Distribution in 5 EASY steps
Fixing a Missed RMD in 5 EASY steps
Navigating Health Care Law in 5 EASY steps
Planning for a Disclaimer in 5 EASY steps
Planning for Multiple Beneficiaries in 5 EASY steps
Protecting IRA from Prohibited Transactions in 5 EASY steps
Recharacterizing a Roth Conversion in 5 EASY steps
Tackling the American Taxpayer Relief Act of 2012 in 5 EASY steps
IRA RESOURCES
Avoiding 60 Day Rollover Mistakes in 5 EASY steps
Avoiding 72(t) Mistakes in 5 EASY steps
Avoiding Charitable IRA Beneficiary Mistakes in 5 EASY steps
Avoiding Mistakes in a Divorce in 5 EASY steps
Avoiding Spousal Beneficiary Mistakes in 5 EASY steps
Avoiding the 10 Percent Penalty in 5 EASY steps
Calculating your Pro Rata Rule in 5 EASY steps
Calculating your RMD in 5 EASY steps
Choosing the Right Financial Advisor in 5 EASY steps
Choosing the Right Tax Professional in 5 EASY steps
Determining Tax on Roth Distribution in 5 EASY steps
Fixing a Missed RMD in 5 EASY steps
IRD Deduction in 5 EASY steps
Navigating Health Care Law in 5 EASY steps
NUA in 5 EASY steps
Planning for a Disclaimer in 5 EASY steps
Planning for Multiple Beneficiaries in 5 EASY steps
Protecting IRA from Prohibited Transactions in 5 EASY steps
Recharacterizing a Roth Conversion in 5 EASY steps
Tackling the American Taxpayer Relief Act of 2012 in 5 EASY steps
To Convert or Not to Convert in 5 EASY steps
Using a Tax Refund to Fund an IRA
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