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Jan 27, 2020

AARP recently published a study with some upsetting numbers: Americans who are 50-and-older make up just 35% of the population…but they pay 59% of all the federal income taxes! Considering that and the new SECURE Act becoming law, George explains how he helped a client create a tax-free income strategy for when he stops working. Plus, details of how NorthStar advisor Zach Jenkins’ National Social Security Advisor certification has helped one couple realize that by approaching social security differently, they could generate another $180,000 of benefits if they live a normal life expectancy!