Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

Webinar Tuesday, August 25, 2020 6:00PM

                       Invite a Friend and Register Today!


Baby Boomers are asking...

• Will Social Security be there for me?

• How much can I expect to receive?

• When should I apply for Social Security?

• How can I maximize my benefits?

At this informative seminar you will learn important rules and strategies for collecting your retirement benefits.


Learn the rules for…

• How your benefit will be affected by the age at which you apply

• How cost-of-living-adjustments, or COLAs, affect benefits

• How spousal benefits work • How survivor benefits work

• How divorced-spouse benefits work

• How working affects benefits

• How benefits affect taxes

• What to do if you have other income from pensions or IRAs


At this webinar you will learn...

• 5 factors to consider when deciding to apply for benefits

• When it makes sense to delay benefits—and when it does not

• Why you should always check your earnings record for accuracy

• How to estimate your benefits

• Innovative strategies for coordinating benefits with your spouse

• How to minimize taxes on Social Security benefits

• How to coordinate Social Security with your other forms of retirement income


Handouts and a complimentary Customized Social Security report will be available to all attendees. Replay will be available.


                      Invite a Friend and Register Today!