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Timing is Everything

The difference between the best and worst possible decision of when to start Social Security can be well over $100,000.

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. For most retirees, Social Security will represent 25-50% of retirement income, yet 50% of eligible retirees claim their benefits at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives.  At our Social Security educational classes, you will learn:

  • How to maximize Social Security benefits and how to minimize taxes on them.
  • Strategies to consider before deciding to apply for benefits.
  • What to do if you have other income from pensions or IRA’s.
  • When it makes sense to delay benefits…..and when it does not.
  • How the wrong Social Security decision can cost you money…even thousands of dollars!
  • How your current employment will affect benefits.
  • How all your assets fit together with Social Security to fund your quality of life in retirement.The rules regarding how marriage, divorce or death will affect  benefits.

    For most Americans, Social Security will be the single largest asset they have in retirement; even more than their home or their investments. 

Attend one of our Maximizing Social Security Workshops  to learn how these and other important issues affect your retirement.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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