Social Security and Retirement Income Planning
In Person Class
Course Code: SRDBDU430

This Course is offered FREE of Charge
Advance Registration is Required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone    866-828-2295      (lines open 24/7)

SOCIAL SECURITY and RETIREMENT INCOME PLANNING

As you approach retirement, deciding when and how to claim Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming.  Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea but, by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life.

This course will help you gain a clearer understanding of your options, and the strategies you should consider BEFORE filing for Social Security benefits. It will also teach you how to take an aerial view of your retirement plan, by exploring how Social Security works with your other retirement assets. 

We will discuss these important topics and more: 

• How the current tax laws affect your Social Security 
• How the wrong Social Security decisions can cost you money
• Rules, regulations and strategies to consider before applying for your benefits
• How to maximize your Social Security benefits and minimize taxes on them
• How benefits are affected if you are still working
• Can you change your Social Security election if you’ve already filed for benefits?
• How all of your assets fit together with Social Security to fund your quality of life in retirement

Retirement Income Planning is essential to understanding how much income you’ll need during your retirement years to create the lifestyle you want. This course is designed for anyone who is preparing for retirement or has recently retired. You will learn how to determine the amount of income you’ll need during your retirement years and strategies that will help you to properly allocate your assets, reduce risk, reduce or eliminate taxes on your income and plan for a financially secure retirement.

You’ll leave with a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirement.

We will discuss these important topics and more: 

• How to estimate the income you’ll need during retirement
• How inflation, taxes, healthcare costs and longevity can impact your planning
• How to manage risk and allocate your assets
• Ways to reduce or eliminate taxes on your income
• Strategies for generating predictable and reliable income for life
• How to manage income streams from Social Security, pensions, investments, and other accounts
• Determinizing the best order to draw from various accounts

Join us for this insightful class and gain confidence through financial education!