Savvy Social Security Planning: An Educational Workshop

tags: Seniors

648 people like this -

Social Security is a guaranteed source of income in retirement—and one you’ve worked hard for. For many Baby Boomers, it will soon be your turn to start receiving benefits! The decisions you make in the final years leading up to retirement, including the decision of when to start collecting monthly Social Security payments, can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. For example, for each year that you delay taking Social Security (up to age 70), you could receive up to 8% more in future monthly payments. Take the time now to consider how Social Security will fit into your overall retirement income plan so that you can make the right decision for your future.

Join us for this informative seminar, which will cover the basics of Social Security and reveal strategies for maximizing your benefits. Make the most of Social Security.

At this workshop you will learn:

  • 5 factors to consider when deciding when to apply for benefits
  • Why you should always check your earnings record for accuracy
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

  • As well as answers to the following questions:

  • Will Social Security still be there when I’m ready to retire?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?
  • Location: Sprague Branch

    Contact Information: (801) 594-8640