Broker Check
09 April
Social Security for Baby Boomers - What YOU need to know about your Retirement Income!


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 webinar 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
-How survivor benefits work
-How divorced-spouse benefits work
-How 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

Please log-in 5-10 minutes early.

Date and Time

Tue, Apr 09, 2024

6:30p - 7:30p EST


Everest Matthews Webinar

2544A Plantation Center Drive
Matthews , NC 28105
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Event Registration