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Optimizing Your Social Security Benefits in Retirement

Date: Thursday, February 3rd

Time: Noon - 1PM

Details/Description: Claiming Social Security is an important decision for retirement income. Do you know what claiming strategy is best for you?

We will discuss the following:

  • How are Social Security benefits calculated?

  • How does Social Security fit into your retirement income strategy?

  • What are the benefits for married couples and divorcees?

  • How can you coordinate benefits if both spouses paid into Social Security?

  • What are the survivor benefits?

  • How does remarriage impact your Social Security benefits?

  • How are Social Security benefits taxed?

  • What are the guidelines that you can use to claim Social Security to minimize longevity risk?

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October 12

Five things you need to know about optimizing Social Security

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