Savvy Social Security Planning Workshop for Baby Boomers
Saturday, May 25, 2013 from 11:30 AM to 1:30 PM (CDT)
Don’t Make a $147,000 Mistake!
Retiring in 2013, the average baby boomer could leave $147,000¹ or more in lifetime social security benefits on the table, based on just one choice.
For those with a higher earnings history, the cost of these mistakes can be much greater.
You’re invited to attend an educational workshop where you will learn about the ways to optimize your Social Security Income. You will also learn the strategies some retirees are using to get the most potential income from their social security benefits and avoid costly mistakes.
● Make SS work with your other income and tax planning
● Learn what the Social Security Administration won’t tell you.
● Walk away with actionable steps to gain control of your SS income
¹Average retiree based on Average PIA of $1636. Source: Social Security Administration AnyPIA. http://www.ssa.gov/policy/docs/ssb/v72n2/v72n2p49.html. $147,000 rounded from $146,922, the difference in dollar amount of potential lifetime income for an average retiree taking benefits at age 62 vs age 70 and living until age 85. Assumes current 2.80% Cost of Living Adjustment. As of 3/7/2013
Larsen Financial Management is a branch office of and Securities offered through WFG Investments, Inc. Member FINRA/SIPC. www.finra.org / www.sipc.org. Victor Larsen and Daniel Larsen are Registered Representatives of WFG and Investment Advisor Representatives with WFG Advisors, LP. WFG Investments, Inc. is not in the business of giving tax and / or legal advice. While we believe our sources to be reliable, you should consult your own tax and/or legal advisor as it relates to your particular situation.