Tax Tips Articles

Nashville Tax Savvy Forum Recap

SSN's Tax Savvy Forum Executive Summary This past September, we completed our second Tax Savvy Forum of the year in Nashville where SSN Advisors learned more about how tax planning fits more broadly into the larger retirement planning process. We had four excellent...

Trust but Verify

Trust but Verify By Corey Keltner, Practice Development Specialist Here's a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all...

How to Get the Most Out of a Social Security Analysis

How to Get the Most Out of a Social Security Analysis By Corey Keltner, Practice Development Specialist When you are preparing a retirement plan for a client, you may plug the Social Security information into your planning software and get information as to how Social...

Explaining Your Planning Process

Explaining Your Planning Process By Corey Keltner, Practice Development Specialist When I look at an advisor website or marketing materials, I often see some things that are concerning to me. Here is an example: Services Tax planning Investment management Retirement...
Trust but Verify

Trust but Verify

Trust but Verify By Corey Keltner, Practice Development Specialist Here's a news flash. Workers at the Social Security...