Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

July 29, 2021 11:00 AM

Join Horizon's Bill Bush for this informative Zoom workshop where you'll learn the rules for:

•How your benefit will be affected by the age at which you apply

•How cost-of-living-adjustments, or COLAs, affect benefits

•How spousal benefits work

•How survivor benefits work

•How divorced-spouse benefits work

•How working affects benefits

•How benefits affect taxes

•What to do if you have other income from pensions or IRAs

At this workshop you will learn...

•5 factors to consider when deciding 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

•Innovative strategies for coordinating benefits with your spouse

•How to minimize taxes on Social Securitybenefits

•How to coordinate Social Security with your other forms of retirement income

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

Don’t miss this valuable Zoom workshop!