Savvy Social Security Planning:  What Baby Boomers Need to Know to Maximize Retirement Income
Matt Carron

Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

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Senior Wealth Manager Matt Carron of Heritage Financial Services will give an overview of the most often asked about Social Security topics, including:  The importance of Social Security in a retirement income plan, Social Security financing.  What's in a trust fund, how long is it expected to last?  Understanding the rules for spousal benefits, divorced-spouse benefits, and survivor benefits.  How to maximize Social Security by coordinating spousal and survivor benefits with a client's own retirement benefits. Social Security scenario planning for couples:  When should each spouse claim benefits?  Strategies for widows and widowers, Social Security and taxes. 

Instructor - Matt Carron, Senior Wealth Manager of Heritage Financial Services

 

 

Virtual Meeting Via Zoom

 

1 Week
11/14/2020 Wednesday
6:30-8:00pm

 


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