MAXIMIZING SOCIAL SECURITY (ALTON SEMINAR)

About this event

Learn when to claim Social Security and how your decision can affect taxes, Medicare, spousal benefits, and retirement income workshop Why Attend?

Deciding when to claim Social Security can affect far more than your monthly benefit. The timing of your decision may influence your lifetime retirement income, taxes, Medicare costs, investment withdrawals, and the benefits available to a spouse or survivor.

There is no single claiming age that is right for everyone. Whether you are single, married, divorced, widowed, still working, or already retired, the right strategy depends on how Social Security fits with the rest of your financial picture.

This educational seminar will help you better understand:

• When claiming earlier, at Full Retirement Age, or later may make sense
• Social Security strategies for couples, divorced spouses, and survivors
• How working can affect your benefits
• How Social Security may interact with taxes and Medicare
• Already claimed? Learn about Social Security’s limited “do-over” options and when they may apply
• Why your claiming decision should be coordinated with your investments and retirement income plan

The goal is not simply to claim the largest Social Security check—it is to make the Social Security decision that works best with the rest of your retirement plan.

 

Venue: VERA LEE MEETING & EVENT VENUE

1854B E Broadway, Alton, IL 62002 (Driving Directions)