Broker Check
10 Feb
Social Security for Couples: Maximizing Your Benefits Together (POP)

Description

Are you and your spouse nearing retirement age? Learn how to get the most out of your Social Security benefits as a couple.

Topics include:

  • How marriage impacts Social Security - The spousal and survivor benefits you may be eligible for based on your work records
  • Deciding when to claim - Strategies for timing when each spouse claims benefits to maximize your household income over your lifetimes
  • Coordinating with other income sources - Factoring Social Security into your overall retirement income plan alongside 401(k)s, IRAs, pensions, etc.
  • Taxes and Social Security - How benefits are taxed and ways to reduce taxes on your benefits in retirement
  • Working while receiving benefits - The earnings limits that may affect your benefits
  • Techniques higher-earning couples can utilize

This class is essential for married couples wanting to ensure they receive their full share of the Social Security benefits they've earned.   Attend with your spouse or partner.

Date and Time

Mon, Feb 10, 2025

6:30p - 8:00p CST

Location

Prince of Peace Lutheran Church

13801 Fairview Dr
Rm 200A
Burnsville , MN 55337
View on Map
PT1H30M

Event Registration

Will you be able to attend this event?