For many Americans, Social Security makes up a significant piece of their retirement. The value of a stream of monthly payments over the course of a married couple's retirement is oftentimes well over $1 Million! Because of this, it is critical to have a plan and to have a strategy before you ever decide to turn on your Social Security benefits. That is what this workshop is dedicated to... helping you to formulate a plan and a strategy.
Below are the topics that will be covered:
- When can I and when should I start receiving my benefits?
- Upcoming changes to Social Security... will it even be here for my whole retirement?
- How are my benefits calculated?
- How are my Social Security benefits taxed?
- How to reduce taxes on my Social Security.
- Can I work and still receive benefits?
- When is my Full Retirement Age and what does that even mean?
- When can my spouse collect spousal benefits?
- How is Social Security coordinated with Medicare and Disability?
- When can I receive benefits as a divorced spouse?
- When can I receive benefits as a widow or widower?
- What if I make a mistake?
- What will reduce my Social Security benefits?
- How to choose between taking my benefits early vs delaying?
- Social Security benefits vs inflation.
Register today and sleep easy knowing you have a plan!
