Client Presentation: Social Security - Get What's Yours
Use this presentation and its presenter notes to have the Social Security discussion with your clients.
- When and how much
- Work and taxation
- Spousal benefits
- Other things to consider.
The content of this presentation is based upon reliable source material and is believed to be correct as of the time of creation; however, it is subject to change at any time without warning. Investors should consider consulting with their tax professionals prior to making decisions due to their unique circumstances.
The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
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MM4787Q-16 | 12/2021 | 1966978-122022