- April 28, 2018
9:00 am - 12:00 pm
One of the most successful pioneers of global investing said that the four most dangerous words of investing are “this time it’s different.” No truer statement has ever been made about Wall Street…
Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. 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.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
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 and your spouse thousands of dollars per year in income for life!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
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