Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

To help baby boomers better understand the Social Security system, this workshop will cover:

Five 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 accurac; How to estimate your benefit; 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.

There will also be a discussion on protecting Social Security numbers from theft and a means to recover should theft occur.

Seating is limited and reservations are recommended. Individuals may reserve space by calling Jim Whitaker.