Tax Documents

Savvy Tax Planning® Demonstration

Maximize Client Retirement Income with Savvy Social Security

Discover how to leverage Social Security to boost your clients’ retirement income. This page contains a five-part product demonstration. Download the PDF notes and click on video #1 to get started.

Next Steps, Getting Started

  1. Join now and save $100 off the normal $697 rate — Go to: horsesmouth.com/demotax
  2. Questions? Contact: Horsesmouth Member Support at (888) 336-6884, ext. 1
  3. Schedule a follow up desktop demo with our team