Broker Check
27 June
Social Security Planning - What Baby Boomers Need to Know About Their Retirement Income

Description

THIS IS AN EDUCATIONAL EVENT. THERE WILL BE NO PRODUCTS OFFERED.

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. Questions boomers are asking include:

  • 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?
  • Will Social Security be enough to live on in retirement?

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

Tue, Jun 27, 2023

3:00p - 4:00p PST

Location

Online

PT1H

Event Registration