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

A new generation is getting ready to collect Social Security. Find out what you need to know to make the most of your retirement benefits.

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 the workshop you will learn:
-5 factors to consider when deciding to apply for benefits
-When it makes sense to delay benefits
-Why you should always check your earnings records for accuracy
-Two innovative strategies for coordinating benefits with your spouse
-How to minimize taxes on Social Security benefits
-How to coordinate Social Security with other forms of retirement income

Feb 4, 2021 12:00 PM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: John Williams.