Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
“Savvy Social Security Planning:
What Baby Boomers Need to Know to Maximize Retirement Income”
Sponsored by Heritage Financial
FREE CLASS-please register to ensure seating
Mondays, 6:30 – 7:30
September 9, September 23.
October 7, October 21.
November 4, November 18
Matt Carron, CFP® CDFA®
An overview of the most often asked about Social Security topics, including: The importance of Social Security in a retirement income plan, Social Security financing: what’s in the trust fund, how long is it expected to last?
Understanding the rules for spousal benefits, divorced-spouse benefits, and survivor benefits, How to maximize Social Security by coordinating spousal and survivor benefits with a client’s own retirement benefits, Social Security scenario planning for couples: When should each spouse claim benefits?, Strategies for widows and widowers, Social Security and taxes