Are you nearing retirement and starting to piece together your income plan?
A big part of that plan is likely to be Social Security, but making the right choices for your situation can be confusing. ??
Join Horizon’s Bill Bush, CRPS?, CPFA?, Financial Advisor, for an engaging Zoom workshop designed to demystify Social Security and help you make informed decisions that maximize your benefits.
Here's your chance to gain insights on key Social Security strategies that can boost your retirement income and provide for a more confident retirement.
In this workshop, you'll learn:
1?? When to Apply: How timing impacts your benefit amount
2?? How Benefits Adjust Over Time: What cost-of-living adjustments (COLAs) mean for you
3?? Optimizing Spousal & Survivor Benefits: Strategies for coordinating benefits with your spouse or partner
4?? Working and Social Security: How earnings can affect your benefits
5?? 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
Join us for this webinar to learn about?Social Security Planning
Hosted by: Bill Bush, Financial Advisor
When: Friday, November 15th, 2024, 11:30am (CST)
Please feel free to pass along to friends and family you think would be interested in this topic.
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Click Below to Register?
https://lnkd.in/g4wCUGS4
