Episode 17
Strategies to Maximize Tax Savings on Your Social Security Benefits - Susan Miller
http://ExpertTalk.fm ~ Various strategies for handling the taxation of Social Security benefits. It highlights the importance of consulting with retirement and tax specialists to get reliable advice, as well as the value of starting to plan for retirement early. It also suggests reaching out to Susan at Slaten Wealth Management for assistance with financial planning.
Susan returned to the financial services industry in 2009 after losing her parents and becoming the trustee of their estate. After hands on estate management, she developed a passion for helping others during difficult times of transitions. She found that working with the whole family is critical. Susan has mastered Tax and Investment management and can explain even the most complicated situation in an understandable, relatable way.
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