SSN

News

Is Social Security Going Bankrupt?

Is Social Security Going Bankrupt? By Corey Keltner, Practice Development Specialist You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of money. Unfortunately, your clients may end up making rash decisions that...

Continue Reading

Social Security Taxation

Social Security Taxation By Corey Keltner, Practice Development Specialist Today I would like to discuss a misunderstood concept about how Social Security taxation actually works. Understanding this concept can help clients reduce or avoid Social Security taxes in...

Continue Reading

Life Transitions in Pre-Retirement

Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with a focus on the Roth conversion as a way to strategically pay taxes...

Continue Reading

Is Social Security Going Bankrupt?

Is Social Security Going Bankrupt? By Corey Keltner, Practice Development Specialist You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of money. Unfortunately, your clients may end up making rash decisions that...

Continue Reading

Social Security Taxation

Social Security Taxation By Corey Keltner, Practice Development Specialist Today I would like to discuss a misunderstood concept about how Social Security taxation actually works. Understanding this concept can help clients reduce or avoid Social Security taxes in...

Continue Reading

Life Transitions in Pre-Retirement

Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with a focus on the Roth conversion as a way to strategically pay taxes...

Continue Reading

Contact a Recruiter

Are you looking to join a family that works for you? We have an amazing family feel, with large corporate resources for you to utilize. Why wait? You’r not just a number to us.