Program Type:
Talks & LecturesAge Group:
AdultsProgram Description
Event Details
Join USA Financial & Tax Services LLC for an educational workshop on Social Security filing strategies and retirement planning.
Topics that will be discussed include:
- January 1, 2016 Social Security regulation changes impacting the filing timing options available to you
- How Social Security benefits are calculated and the advanced planning required to increase them
- Why married couples, divorced and widowed individuals can miss out on significant lifetime sums
- How Social Security sums may be integrated into a retirement analysis projecting future monthly income
- The "three-legged stool" approach to retirement planning and how to support your needs in the future
- Learn how your Social Security benefit may be taxed and how that can change your outlook
- If I elect Social Security and continue to work will my benefits be reduced or eliminated?
Registration is required to attend this IN PERSON event.