Download Slide

This download contains the next three slides in this eight-slide set devoted to the topic of taxation of Social Security benefits.

The first three slides were posted on 1/18.  The final two slides in the set will be posted tomorrow.

This slide set compliments the free article on the same subject that was posted 1/17/20.

The slides can be used to explain to your prospects that the key to potentially reducing taxes in retirement is in understanding that the tax code treats different financial instruments differently. This is especially true of Social Security.

These slides contain speaker notes that you can use in your presentations.

Download them now, take a look, and edit them to make them your own.

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Lead Gen Websites includes a wide range of industry-leading features
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CORE

Includes all videos and webinars but nothing relating to live workshops.

$360 Set Up

$60 monthly
  • Website Personalized with Your Photos and Bio
  • 9 Social Security Videos
  • 6 Retirement Videos
  • 6 Medicare Videos
  • Prerecorded Social Security Webinar
  • + Webinar Slides & Script
  • Prerecorded Retirement Plan Webinar
  • + Webinar Slides & Script
  • Prerecorded Tax Wise Webinar
  • + Webinar Slides & Script
  • Prerecorded Medicare Webinar
  • + Webinar Slides & Script
  • Use any Domain Name (you provide)
  • Website Hosting is Included
Order “Core” Monthly

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COMPLETE

Includes all videos, webinars and complete support for live workshops events.

$360 Set Up

$90 monthly
  • All Core Package Features
  • Event Scheduling and RSVP Included
  • “Maximizing Social Security” Course Slides & Script
  • “Harvesting Retirement Plan” Course Slides & Script
  • “Tax Wise Retirement” Course Slides & Script
  • “Mastering Medicare” Course Slides & Script
Order “Complete” Monthly

Or, to save $360 by paying annually, click here.

Let us know if you have any questions.