WEBINAR REPLAY: Maximizing Social Security Benefits, August 2023

August 16, 2023

One of the most important decisions you can make is deciding when to claim Social Security. Whether you are single, married, divorced, or widowed, there are ways to maximize the lifetime benefits you receive.

During this event, we discussed the critical things to think about when incorporating Social Security into your retirement planning.

Areas of discussion included:

     - Who is eligible for Social Security?

     - How your benefit is calculated

     - The taxation of Social Security benefits

     - Maximizing spousal and survivor benefits

     - Will Social Security be there for me?

     - When to delay, when to file early, and why?