SOCIAL SECURITY PLANNING – MAXIMIZING YOUR BENEFITS
Join us Thursday, May 7th or Tuesday, May 12th at 6:30pm in Clemmons for our workshop – SOCIAL SECURITY PLANNING – Maximizing Your Benefit. There event is free to attend, but seating is limited and registration is required.
No matter how much you’ve saved for retirement, one of the most important elements of retirement income planning is understanding how Social Security works to ensure you’re getting every penny you’re entitled to. Maximizing your Social Security can extend the life of your other retirement assets and ultimately put more money in your pocket.
Making the best decision about when to apply for your Social Security is complex and can make a substantial difference in your income and standard of living in retirement. Social Security is too important to leave to guesswork.
Join Doug Ray, MBA, ChFC, RICP ®, Brice Payne, RICP ®, Investment Adviser Representative, and Garrett Ray, MBA, Investment Adviser Representative for this must-attend educational event. Both Doug and Brice also hold the National Social Security Advisor accreditation.
Topics to be Discussed include
- How to reduce taxation on your Social Security after you start receiving your benefits
- How spousal and survivor benefits can impact your claiming strategy
- How special claiming strategies may increase your total benefits
- How to avoid common mistakes that could cost you thousands in lost benefits
- How to plan Social Security with all other sources of retirement income and potentially pay far less on your income
Legislators have proposed a host of changes to Social Security and Medicare including raising the payroll tax cap, the retirement age, the way cost-of-living adjustments are measured and rules for ancillary benefits. NOW is the time to get the facts about your benefit options.
The Wealth Guardians have helped hundreds of local families make informed decisions on Social Security filing strategies as part of their overall retirement plan.
A light dinner will be served. This is an educational event and no products are sold.
The material covered during these events is most applicable for adults between the ages of 59 and 65 who haven’t yet claimed their Social Security benefit. In addition, the tax and Social Security strategies we discuss are designed for those who have saved at least $400K or more for their retirement. Please no children, brokers, advisors or other agents.
