Meena's Monthly Social Security Newsletter for CPAs and Attorneys
Social Security is arguably one of the biggest retirement incomes for today’s retirees. Yet the rules and regulations surrounding this area can be confusing and overly complicated, making it a challenge for individuals to make the right decision for themselves and their families.
To help you better serve your clients in this area, I write a monthly newsletter with the goal to simplify Social Security and to offer you practical strategies that your clients can use. I hope you will find the information useful. Please feel free to contact me should you have any questions.
Please click here to read our Social Security Newsletter Archive
Articles published prior to October 2014 were written by Meena when she was at DA Davidson, an organization with which she is no longer affiliated.
These newsletters are provided for informational purposes only and may no longer be accurate.
These newsletters are provided for informational purposes only and may no longer be accurate.