14
July
Social Security Planning - What Baby Boomers Need to Know About Their Retirement Income
Description
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. This informative seminar covers what you need to know about Social Security and reveals strategies for maximizing your benefits. At this one-hour seminar you will learn:
- Why you should check your earnings record for accuracy
- How to estimate your benefits
- Five factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits -- and when it does not
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
Date and Time
Thu, Jul 14, 2022
3:00p - 4:00p PST