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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