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