David Freitag and Bruce Tannahill are experts in income planning and Social Security income planning. We discuss several opportunities as we come out of COVID-19 that could be impactful to many of our clients. Being aware of options is too critical to miss.

Links:

fspgo.com

ssa.gov

www.journeyguideplanning.com (Do your planning first)

Article: Using Social Security Filing Strategies to Address Changed Circumstances

April 6 FSP Webinar