Broker Check
18 April
Social Security-What Boomers Need To Know To Maximize Their 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 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
• 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

Date and Time

Tue, Apr 18, 2023

6:30p - 7:30p EST


Everest Retirement Planners office and via Webinar

2544A Plantation Center Drive
Suite A
Matthews , NC 28025
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Event Registration