Broker Check
13 Sept
Savvy Social Security for Couples and Boomers


What You Need To Know to Maximize Retirement Income

Baby Boomers are asking…

  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • At this class you will learn important rules and strategies for collecting your retirement benefits.

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

In this class 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
  • Innovative strategies for coordinating benefits with your spouse
  • 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.

Date and Time

Mon, Sep 13, 2021

6:30p - 8:00p CST


Tilden - Hasting Community Ed

310 River Street
Hastings , MN 55033
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