In this episode, Dan Sipe and Ed Zurndorfer are back with multiple strategies to help feds optimize their tax situation, and achieve the maximum benefits on their Social Security.
FEDLIFE PODCAST: Episode 42: Maximize Social Security
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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
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