Social Security & Retirement Income Planning: "Don't Leave Money on the Table"
Class Description:
There are 81 different filing options for your Social Security Retirement benefits, and over 90% of filers do not maximize their lifetime benefits. Why? This class will give you the top 3 options for filing, for your family and to make sure that you get the maximum total payments over your lifetime. More important, this class will also discuss the very important “other half” that is everything else other than Social Security.
Date and Time: March 29 (Sat) & April 2 (Wed PM)
Location: College of Marin – Kentfield and Indian Valley Campuses
Number of Days: 1 day
Hours of Class: 2 hours
Why Take Our Class? Social Security is a primary income source for many retirees, and maximizing benefits can significantly impact retirement cash flow.
Topics Covered in the Class:
When should I start taking Social Security benefits?
How does my claiming age affect my monthly payments?
Can I work and collect Social Security at the same time?
What are spousal and survivor benefits?
How is Social Security taxed?
How does Social Security fit into my overall retirement plan?
What happens if Social Security runs out of money?
Can I change my Social Security claiming strategy?
How do I calculate my expected Social Security benefits?
What should I know about cost-of-living adjustments (COLAs)?
Key Takeaways:
Maximize your Social Security Retirement Benefits in getting the largest lifetime total income.
Coordinate you SS payments with all your income sources, to ensure that you "won't run out of money."
Manage all your Retirement Risks appropriately, plan for all possible outcomes, and be stress-free and happy.
Manage your investment in "Stage II" and focus on safe money options, capital preservation, and distribution.
Have a written, comprehensive and detailed retirement income and financial plan.