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Saavy Social Security Planning - What Boomers Need to Know to Maximize Retirement Income

ID : 28958   
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Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime. This workshop covers: 5 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’s benefits and other sources of retirment income; and how to minimize taxes on Social Security benefits.

Class Details

1 Sessions
Weekly - Sat

Social Science

Scott Lucas 



Registration Closes On
Saturday, June 16, 2018 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
6/16/2018 - 6/16/2018 Weekly - Sat 9:00 AM - 12:00 PM Costa Mesa, Social Science  Map, Room: 105 Scott Lucas