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Schools

Social Security, IRS RMD rules, & Medicare workshop

Are you nearing age 59 ½, 62, 65 or 70 ½? Then this workshop is for you!

  • When do you take Social Security  income?
  • How is your social security taxed?
  • How can you protect income for you and your spouse’s future?
  • Taking your Required Distributions at 70 ½
  • Medicare RUles
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