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