Learn how to make the right choices for YOU and YOUR retirement!
As you approach retirement, deciding when and how to claim Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. This course will help you gain a clearer understanding of the options you have and which strategies you should consider before filing for benefits. It will also teach you how to take an important aerial view o your retirement plan, by exploring how Social Security works in coordination with your other assets.
How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
How can I get the largest benefit while paying the least amount of taxes?
What options are most beneficial to married couples, according to current Social Security rules?
Is Social Security still going to be around when I need it?
Should I consider delaying the start of my Social Security benefits? What is the right choice for me?
Which rules and regulations must I understand before deciding when to start my benefits?
How are my benefits affected if I’m still working?
How will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?
If I’ve already filed for benefits, can I make a change?
For your health and safety, social distancing protocols will be followed and seating will be limited in compliance with CDC, state, and local guidelines.
Thursday, February 18th 6:30 pm – 8:00 pm
The Commons @ Phase Family Center , 12150 Morris Road, Alpharetta GA 30005