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An In-Depth Case Study on Social Security Taxation

Jul 30, 2018 | Company News, Social Security Planning

by William F. Rainaldi, CFP®
Regional Vice President

When you take a serious look at the nuts and bolts of Social Security taxation, the results are staggering. And so is the amount of money you can save if you plan properly. And by planning properly, we mean that you can save a great deal of money in taxes simply by using the cash value in a life insurance policy to provide retirement income, rather than using, for example, a 401(k). This article shows you how.

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