Topic 1: Are you affected by the Social Security rules? Has anyone you know changed their retirement planning due to the new Social Security rules?
Topic 2: Discuss the advantages and disadvantages to using a traditional IRA, including when it may be advantageous to use a nondeductible IRA.
Topic 3: Discuss situations in which an individual may not be allowed, or may not wish to use, a Roth IRA for retirement planning.