Don't leave $50,000 to $150,000 in Social Security Benefits on the Table!
Overview
✅ The Optimal Filing Strategy for YOUR Situation Learn exactly when to file based on your age, health, marital status, and financial goals.
✅ Spousal Coordination Tactics That Add $50K-$100K Married couples: This alone is worth attending. Most couples leave massive amounts on the table.
✅ How to Minimize (or Eliminate) Taxes on Your Benefits Up to 85% of your Social Security can be taxed. I'll show you how to reduce that.
✅ What to Do If You've Already Filed Yes, there are still options. I'll explain the "do-over" strategies few people know about.
✅ Survivor Benefit Strategies Widows and widowers have unique options that can significantly increase lifetime benefits.
✅ The "Working While Collecting" Rules How to earn income without losing benefits (there's a right way and a wrong way).
✅ How to Analyze Your Social Security Statement Like a Pro Bring your statement, and I'll show you what to look for.
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Highlights
- 1 hour 30 minutes
- In person
Location
9449 Balboa Ave suite 114
9449 Balboa Avenue
#suite 114 San Diego, CA 92123
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