Good Advice Group - Social Security Benefit Options Workshop
Social Security Benefit Options
One of the most important decisions you need to make before retiring is when and how to claim your Social Security
benefits. Almost all retirees apply for Social Security as soon as they become eligible at age 62. By doing so, you may
significantly and permanently impact your income and benefits for the rest of your life. The difference between the best
and worst possible decision about when to start Social Security can be well over $100,000!
Social Security is one of the most valuable and least understood benefits available to retirees today. Advanced
planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits
you stand to receive over your lifetime. This educational workshop will provide you with much needed information to
help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal
benefits.
Some of the Questions We'll Answer:
- o How to properly file for Social Security benefits
- o Maximize the amount you are eligible to receive
- o How to avoid the most common mistakes people make when claiming benefits
- o Positioning your assets to minimize or avoid paying taxes on Social Security benefits
- o How to claim a spousal benefit, even if divorced
- o How working while receiving Social Security affects your benefits
- o How Social Security is taxed
- o How to determine which claiming strategy is best for you
- o What is the future of Social Security and what it means to you
- o How cost-of-living adjustments (COLAs) impact benefits
- o When it makes sense to delay benefits and when it does not
- o What to do if you have other income from pensions or IRAs
- o How married couples can coordinate benefits to help enhance spousal and survivor benefits
- o Claiming a spousal benefit while earning delayed retirement credits
- o The effect of remarriage on survivor benefits for widowed and divorced spouses
REGISTER FOR ONE OF OUR WORKSHOPS TODAY AND GET TO KNOW YOUR OPTIONS!
Fill in the contact form below with your request to register, or with any request for information, and we will contact you
as soon as possible. And, thank you!
