Social Security Strategies and Your Retirement Future

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Program Type:

Talks & Lectures

Age Group:

Adults
Registration for this event will close on February 6, 2025 @ 6:00pm.

Program 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.


Registration

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