Broker Check
09 April
Know your options with Social Security


Do you have questions about Social Security? A new phase of life requires a new strategic plan. Making the switch from receiving a paycheck to receiving a benefit is a big step. You’ve worked hard. You deserve to retire comfortably. But you want to avoid the mistakes that others have made. Ask yourself:
 When should I file and claim?
 Should my spouse file earlier or later and what are the repercussions?
 Will I pay taxes on Social Security benefits?

We know this is a complicated decision and we want to help you make an informed decision. At this workshop you will learn:
 The significance of the date 1-1-1954
 Making the most of your benefits
 Determining the best age to claim social security
 Coordinating benefits to maximize spousal and survivor benefits
 How Medicare impacts your retirement and benefits
 The impact of Required Minimum Distributions

Date and Time

Thu, Apr 09, 2020

12:00p - 1:00p EST


Zoom Call

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