Get the answers to your questions and learn to identify the best available Social Security benefits.
BENEFITS
Earn 4 CPE credits in Consulting Services.
HIGHLIGHTS
Savvy Social Security Planning: What Baby Boomers Need to Know
The Social Security system is overwhelming and there are plenty of new rules. Learn about the various Social Security benefits and how to create collection strategies that will help you to maximize your lifetime income. Learn how to coordinate benefits with your spouse and about the lesser known benefits for widows. Learn when it makes sense to delay benefits – and when it does not. Finally, understand the taxation of benefits and how much you can expect to receive if you collect early.
Retirement Distributions
This 2 hour session will teach participants the in's and out's of planning for retirement distributions. Topics will include: RMDs, post death calculations, spousal beneficiaries, non-spousal beneficiaries, successor beneficiaries, Roth IRAs, trust beneficiaries, and more.
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Season Pass holders must register for each event.
Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.