Social Security Claiming Strategies
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 be well over $100,000!
This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. This course also teaches the principles of sound tax and retirement income planning with an emphasis on the tax code changes. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy.
Questions About Course & Registration
This course will cover Social Security, the best claiming strategies to help you in unlocking your best possible future and other matters such as:
- Short History of Social Security & Taxation
- Social Security Taxation Example
- Best Time to Claim Social Security Benefits
- The Break-Even Point
- Spousal Benefits
- Working After Claiming Benefits
Attendees that would benefit the most from this course advocate for themselves and their family regarding financial matters, have a curious and engaging attitude towards learning, and have acquired assets through years of hard work.
Signup is easy, convenient, and complimentary. To register for any of our courses, simply click the link for the date and session you want to attend. Once registered, you will receive an email confirmation that serves as your confirmed reservation.
