E 163 Social Security: Everything You Should Know Before You Claim
E 163 Social Security: Everything You Should Know Before You Claim Fee: $30
Thursday, November 19 (One session) 7:00 - 8:30 PM HS Room: 185
When and how you claim Social Security is one of the most important — and most misunderstood — decisions of your retirement, and getting it right can mean tens of thousands of dollars more over your lifetime. Too many people file based on guesswork or a neighbor's advice, assuming there's nothing really to decide. There is.
In this educational workshop, you'll learn:
● How the age you claim affects your monthly benefit
● How spousal, survivor, and divorced-spouse benefits actually work
● How cost-of-living adjustments add up over time
● How to coordinate Social Security with your pensions and IRAs
● How to minimize the taxes on your benefits
● What to verify on your earnings record before you file
Whether you're already retired or still a few years out, you'll come away with practical strategies — and the confidence that comes from understanding your options before you make a decision that's hard to undo.
Isions of your retirement, and getting it right can mean tens of thousands of dollars more over your lifetime. Too many people file based on guesswork or a neighbor's advice, assuming there's nothing really to decide. There is. In this educational workshop, you'll learn: ● How the age you claim affects your monthly benefit ● How spousal, survivor, and divorced-spouse benefits actually work ● How cost-of-living adjustments add up over time ● How to coordinate Social Security with your pensions and IRAs ● How to minimize the taxes on your benefits ● What to verify on your earnings record before you file Whether you're already retired or still a few years out, you'll come away with practical strategies — and the confidence that comes from understanding your options before you make a decision that's hard to undo.
sions of your retirement, and getting it right can mean tens of thousands of dollars more over your lifetime. Too many people file based on guesswork or a neighbor's advice, assuming there's nothing really to decide. There is.
In this educational workshop, you'll learn:
● How the age you claim affects your monthly benefit
● How spousal, survivor, and divorced-spouse benefits actually work
● How cost-of-living adjustments add up over time
● How to coordinate Social Security with your pensions and IRAs
● How to minimize the taxes on your benefits
● What to verify on your earnings record before you file
Whether you're already retired or still a few years out, you'll come away with practical strategies — and the confidence that comes from understanding your options before you make a decision that's hard to undo.
NSTRUCTOR: Paul Muller, CFP, AEP, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.
