Social Security: Know your Options
Maximize Your Social Security Benefits
Your Social Security decision is one of the most important financial choices you’ll make in retirement. Choosing when and how to claim Social Security can impact your retirement income for decades. In this workshop, we’ll cover how benefits are calculated, how different claiming strategies work, and how your choice interacts with taxes and Medicare. You’ll leave confident in how to approach your own benefits.
What You’ll Learn:
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How your benefits are calculated based on your work history
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The pros and cons of claiming early, at full retirement age, or delaying benefits
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How spousal and survivor benefits work
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Strategies for reducing taxes on Social Security income
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How Social Security interacts with Medicare and IRMAA
Who Should Attend:
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Anyone age 55+
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Married couples planning retirement
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Widows, widowers, and divorcees approaching eligibility
Format & Environment:
Clear, practical guidance with time for Q&A. This is an educational session—no product pitches.
