"What Individuals Need to Know to Maximize Retirement
Income"
Social Security is far more complicated than most people realize. The decisions made now can have a tremendous
impact on the total amount of benefits received over one's lifetime.
To help better understand the Social Security system, this workshop
covers:
- 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
- What happens when if you file for benefits and are still
working - How you may be able to increase your benefits if you are
already drawing - How to coordinate benefits with your spouse, and in some
cases your ex-spouse - How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources
of retirement income
