Social Security Planning: Do You Know What Strategy is Best For You?
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When should you take your Social Security? How do you apply? What impact does your spouse’s Social Security have on what you collect? This ninety-minute virtual presentation covers not only the basics of Social Security but also reveals strategies for maximizing your benefits. We will discuss how to minimize taxes on Social Security benefits and how to coordinate your Social Security with your other sources of retirement income. We welcome your questions about Social Security benefits as you explore your own personal options in making this financial decision. The link is emailed as soon as you enroll. There are no refunds for this course once enrolled. Up to a 25% discount applies.