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

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 questions 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.

Held at the Lawrence School.

1 week

2/13,
Thursday 
6:30-8:00 pm

1 week

3/26,
Thursday
6:00-8:00 pm

1 week

4/2,
Thursday
6:00-8:00 pm

1 week

3/20,
Friday
10:00-11:30 am