This presentation will discuss the legal and financial considerations to be made when deciding to take your Social Security Benefits and emphasize the importance of proper timing. Many Americans think Social Security is simple and straightforward, but often it is not. Just recently, the bipartisan budget act made some significant changes to Social Security laws about claiming retirement and spousal benefits. Making a mistake when selecting your benefit option can cost thousands of dollars over the course of retirement. Consequently, it’s a good idea to talk with experts in the field, gather the information you need, and make informed benefits decisions. This presentation will also include maximizing your Retirement Income Distributions as it relates to Social Security and other retirement sources.
Date: Tuesday, April 2, 2019
For more information or to register email firstname.lastname@example.org or call 914-366-3937