Social Security Planning: Basic Rules and Claiming Strategies

201 Willow Bend Road,Peachtree City GA 30269

29 March, 2022

Description

Join Ray Dunlap, CFP®, AIF® and Renee Borchardt, CFP® as they cover strategies for claiming Social Security. Note: Registration opens on March 1st. This workshop will cover: • How to decide when to collect your benefits. • How to coordinate benefits with your spouse. • The Social Security options available to divorcees. • How the death of a spouse affects your Social Security benefits. • How work affects your benefits. • How your benefits are taxed—and what you can do about it. • How to avoid making a poor (and almost irreversible) Social Security claiming decision. • The huge impact of survivor benefits on smart claiming decisions. • How recent legislative changes may have impacted your strategy. • What to do if you were counting on a claiming strategy that’s no longer available. Plus, plenty of time for Q&A! Program will be held in the Floy Farr Room (lower level) at Peachtree City Library.