After being told for years that Social Security is going broke, baby boomers are realizing that it will soon be their turn to collect. The decisions you make now can have tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits, including: 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; and how to coordinate Social Security with your other sources of retirement income.
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“This course is beneficial to those who feel insecure about finances and is especially valuable for future retirees. I learned a great deal and can now discuss my finances intelligently and without anxiety.”
“Eye opening! It could change a lot of plans you will make for the better.”
“The program has value at all stages of life. It makes you aware of many different policies that we weren’t previously aware of.”
Beth and Scott T.