For most Americans, Social Security is the only source of retirement income that’s guaranteed for life and protected against inflation. That’s why the decision of when and how to claim your benefits is one of the most important you’ll make in your retirement journey. Yet, it’s a decision that many people make without fully understanding the long-term consequences.
Making the wrong choice can potentially cost you tens of thousands of dollars in lost benefits over your lifetime. With dozens of claiming strategies available and rules that have recently changed, it’s crucial to have a clear understanding of your options.
This purely educational, non-selling workshop is designed to demystify Social Security. We will cut through the confusion and provide you with the essential knowledge you need to make an informed decision that aligns with your unique financial goals and life circumstances. We will cover the latest rule changes and explore strategies that could help you increase your lifetime benefits, manage taxes on your benefits, and coordinate with your other retirement income sources.