In this presentation, we will cover how to maximize an important retirement income source: Social Security. Filing strategies and planning ideas will be discussed. We will also cover one of your larger fixed expenses in retirement, Medicare, and the key considerations when filing.
Ian B. Wetherell, Senior Director with Principal Global Investors, assists advisors in Northern California and Northern Nevada on two key areas of expertise: maximizing Social Security income and managing the expense that Medicare represents. Many clients overlook issues in these areas that cause their retirement plan to run off track, and Ian’s passion is to help prevent that from happening. Ian has been in the financial advisory industry since 1999.