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Bootcamp for Retirement Income

Session One: Course Overview and The Changing Face of Retirement
Course Overview and the Changing Face of Retirement
Preview
Session Two: An Overview of Risk and It's Impact on the Success or Failure of Your Plan
An Overview of Risk and It's Impact on the Success or Failure of Your Plan
Session Three: The Impact of the Economy on the Success of Your Retirement
The Impact of the Economy on the Success of Your Retirement
Session Four: Strategies to Increase Social Security Benefits and Net Income
Strategies to Increase Social Security Benefits and Net Income
Session Five: The Income Model
The Income Model
Session Six: Options for Income
Options for Income
Session Seven: Investing Strategies That Keep Pace with Inflation
Investing Strategies That Keep Pace with Inflation
Session Eight: Tax Strategies to Increase Net Income and Legacy Value
Tax Strategies to Increase Net Income and Legacy Value

Session Four: Strategies to Increase Social Security Benefits and Net Income

Bootcamp for Retirement Income
By: Neal Angel, MBA, Financial Advisor
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This class will include a discussion of how: 

  • Proper benefit filing strategies can lead to an increase of up to 76% more Social Security benefits using existing SSA regulations
  • As well as an increase in total net income by up to 67%
  • Failure to plan can lead to more of your Social Security benefits being taxed
  • You can leave more benefits to the survivor spouse after you are gone
We'll cover the following topics in this section:
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