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Social Security & Medicare Planning:
Taking Optimal Advantage of Government Benefits
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Recently Released!!!
Date Published: October 19, 2022
Summary PowerPoint Deck: 300 Slides
Reference PowerPoint Deck: 743 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 starts 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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Member Access
Tiburon Members & individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.
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Public Access
Please click on the Table of Contents icon below to see more details of this research.
Media Access
Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.
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Tiburon Research Subscriptions
If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.
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