Course Detail: PLAN - Savvy Social Security Planning

The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they receive in their lifetime. To help better understand the Social Security system, this workshop will cover deciding when to apply for benefits, when to delay benefits, checking your earnings record for accuracy, estimating benefits, minimizing taxes on benefits and coordinating Social Security benefits with your other sources of retirement income and your spouse's benefits. $3 discount when registering as a pair!

Available Sessions