Certified Financial PlannerT Mark Dennis will lead an educational roundtable discussion titled “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” at 6:00 P.M. on Thursday, September 26, 2013 in the conference room at the offices of A1A Wealth Management, Inc. in Fernandina Beach.
After being told for years that Social Security is “going broke,” boomers are realizing it will soon be their turn to collect. But the decisions they make now can have a significant impact on the dollar amount of benefits they stand to receive over their lifetime.
Questions boomers are asking include:
- Will Social Security be there for me?
How much can I expect to receive?
When should I apply for Social Security?
How can I maximize my benefits?
Will Social Security be enough to live on in retirement?
To help current and future retirees better understand the Social Security system, this roundtable discussion will cover:
-5 factors to consider when deciding when to apply for benefits
-When it makes sense to delay benefits — and when it does not
-Why you should always check your earnings record for accuracy
-How to estimate benefits
-How to coordinate benefits with your spouse
-How to minimize taxes on Social Security benefits
-How to coordinate Social Security with your other sources of retirement income
Seating for this roundtable discussion is limited and reservations are required. Reserve space online at https://a1asavvysocial.eventbrite.com/ or by calling Mark Dennis at (904) 491-1889.