Social Security Claiming Strategies - Free Online Workshop

UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT OPTIONS
Sponsored by AFEA - The American Financial Education Alliance

One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Almost all retirees apply for Social Security as soon as they become eligible at age 62. By doing so, you may significantly and permanently impact your income and benefits for the rest of your life.

The difference between the best and worst possible decision about 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!

  • How to properly file for Social Security benefits
  • Maximize the amount you are eligible to receive

  • How to avoid the most common mistakes people make when claiming benefits

  • Positioning your assets to minimize or avoid paying taxes on Social Security benefits

  • How to claim a spousal benefit, even if divorced

  • How working while receiving Social Security affects your benefits

  • How Social Security is taxed

  • How to determine which claiming strategy is best for you

  • What is the future of Social Security and what it means to you

  • How cost-of-living adjustments (COLAs) impact benefits

  • When it makes sense to delay benefits and when it does not

  • What to do if you have other income from pensions or IRAs

This Online Workshop is a Must Attend if...

> You're a soon-to-be retiree who wants to make sure they receive all the benefits that they have earned

> You're a detail-oriented planner who wants to double check your knowledge and make sure you didn't miss any details

> You're a divorced spouse who wants to know what benefits you can expect

> You've heard conflicting information and are looking for the right answer

> You've heard the horror stories of bad filing decisions and want to avoid making one yourself