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Social Security

Should YOU apply early or at your full retirement age? The Social Security Planning Webinar reviews when to apply for Social Security, when spouses should claim their benefits and how to maximize survivor benefits. It also looks at rules for divorced spouses and how to minimize taxes. (The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested directly.)  

College Bound

Do you know what you need to complete the FAFSA application or CSS Profile? Did you know you have to complete these forms every year your child is in college? The College Bound Webinar reviews how to calculate your expected family contribution, how the FAFSA differs from the CSS Profile and which one you will need to complete.

Tax Planning

Did you know that the income ranges have changed for this year’s tax brackets? Do you know how Social Security and Medicare will affect your taxes in retirement? If you answered no to either of these questions, be sure to watch our “Tax Planning Strategies” webinar from February. Check out the recording here.    

State of the Markets

In our latest State of the Markets Webinar from January, Dave Neterer discussed economic and financial indicators for 2020, 2021 and 2022 as well as positive indicators, inflation and more. Check out the recording here.    

Roth IRA

In our latest video, Dave Neterer discusses the difference between an IRA and a Roth IRA as well as withdrawal rules and a designated Roth in a 401(k).


A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from account are tax-free. Withdrawals of earnings prior to age 59 1/2 or prior to the account being opened for five years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.


This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.  

Student Loan Forgiveness Program

Have questions about the Student Loan Forgiveness Program? Check out this video from Dave Neterer explaining how it works. Currently, the Supreme Court is preparing to issue a decision on it next month. At this point, the $10,000 to $20,000 in promised federal student loan debt per eligible borrower has been up in the air for 10 months! Stay tuned. 

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