Social Security & Medicare Planning:

Taking Optimal Advantage of Government Benefits

Recently Released!!!
Date Published: March 5, 2024
Summary PowerPoint Deck: 423 Slides
Reference PowerPoint Deck: 879 Slides

The purpose of this research is to provide readers with a comprehensive understanding of Social Security & Medicare planning, including Social Security planning and Medicare & Medicaid planning. This research is part of Tiburon's broader coverage of financial planning.

This research begins with a context setting chapter, and then addresses the key historical phases of Social Security & Medicare planning, including:

  • Early Phase
  • Middle Phase
  • Specialized Technology Phase
This research defines the key Social Security & Medicare planning services, including:

  • Social Security Planning
  • Medicare & Medicaid Planning
And this research makes several future predictions for Social Security & Medicare planning, including:

  • Substantial Growth in Social Security & Medicare Planning
  • Fastest Growth in Social Security Planning

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Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

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