Maximizing Social Security
March 13 @ 6:00 pm - 8:00 pm
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives.
The difference between the best and worst possible decision of when to start Social Security can cost you THOUSANDS OF DOLLARS A YEAR in retirement income – for life!
That’s why it’s vital to understand the latest Social Security and Tax rules, options and strategies BEFORE FILING FOR YOUR BENEFITS.
Learn how to maximize your benefits, minimize your taxes, and make more informed decisions about your retirement.
We’ll discuss these important topics – and many more.
- Current rules and regulations you should understand before deciding when to start your benefits
- How much lifetime income you could lose by making the wrong decision about when and how to claim your benefits
- The future of Social Security and what it could mean to you
- Strategies to consider BEFORE deciding to apply for benefits
- Maximizing your Social Security benefits
- Can you change your Social Security election if you’ve already filed?
- How your benefits are affected if you’re still working
- How your Social Security benefits are taxed and ways to minimize – or even eliminate – the taxes on them
- Why married couples could miss out on substantial benefits by not knowing the current Social Security rules
- Navigating spousal and survivor benefits
- The strategy behind delaying the start of your benefits. Is it the right choice for you?
- Cost-of-living adjustments (COLAs)and how they impact your benefits
- How your IRA, 401(k) and other income sources work together with Social Security to fund your quality of life in retirement