Social Security Planning: What You Need to Know Now!

Social Security Planning: What You Need to Know Now!

November 15, 2024 11:30 AM
November 15, 2024 12:30 PM

Horizon's Bill Bush presents Social Security Planning: What You Need to Know Now!

Click Here to download The Guide to Social Security mentioned in the presentation.

In this workshop, you'll learn:

  • When to Apply: How timing impacts your benefit amount
  • How Benefits Adjust Over Time: What cost-of-living adjustments (COLAs) mean for you
  • Optimizing Spousal & Survivor Benefits: Strategies for coordinating benefits with your spouse or partner
  • Working and Social Security: How earnings can affect your benefits
  • Special Considerations: Tax implications, coordinating with pensions or IRAs, and minimizing tax burdens

You’ll also discover:

  • 5 Key Factors to consider before you apply
  • How to Boost Your Benefits by checking your earnings record and estimating accurately
  • Strategies for Coordination to maximize your retirement income with Social Security and beyond