Savvy Social Security Planning for Baby Boomers

Event Details

Date(s) & Time(s)::

July 30, 2013 at 6:00 PM until 7:00 PM

Location: Fulton County Public Library, 320 West 7th Street, Rochester, IN 46973

Phone: 1-800-234-4452 Ext. 1

Email: aneal@dupontandassociates.net

Event Description

July 22, 2013 Updated Jul 22, 2013 at 10:42 AM EDT

Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income. At this workshop you will learn:
5 factors to consider when deciding when to apply for benefits
When it makes sense to delay benefits--and when it does not
Why you should always check your earnings record for accuracy
How to estimate your benefits
How to coordinate benefits with your spouse
How to minimize taxes on Social Security benefits
How to coordinate Social Security with your other sources of retirement income




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