Baby Boomers are asking…
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?
At this informative seminar you will learn important rules and strategies for collecting your retirement benefits.
Learn the rules for…
How your benefit will be affected by the age at which you apply
How cost-of-living-adjustments, or COLAs, affect benefits
How spousal benefits work 9How survivor benefits work
How divorced-spouse benefits work 9How working affects benefits
How benefits affect taxes
What to do if you have other income from pensions or IRAs
At this workshop you will learn...
5 factors to consider when deciding to apply for benefits
When it makes sense to delay benefits—and when it does not
Why you should always check your earnings record for accuracy
How to estimate your benefits
Innovative strategies for coordinating benefits with your spouse
How to minimize taxes on Social Security benefits
How to coordinate Social Security with your other forms of retirement income
The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. Don’t miss this valuable workshop designed especially for baby boomers.