Social Security Planning: Optimize Your Benefits
Get the most out of your Social Security retirement by learning the basics of Social Security and common claiming strategies
Location
Online
About this event
As you approach retirement, understanding how to maximize your Social Security benefits is crucial. This comprehensive webinar is designed to guide you through the complexities of Social Security. This session aims to equip you with the knowledge and strategies needed to optimize your benefits, ensuring a more secure and comfortable retirement.
This webinar is ideal for individuals nearing retirement, current retirees, or anyone interested in learning more about Social Security benefits. Whether you are years away from retiring or are currently evaluating your retirement options, this webinar will provide valuable insights to help you make informed decisions.
What You Will Learn:
- The Basics of Social Security: Gain a clear understanding of how Social Security works, including eligibility requirements, benefit calculations, and the types of benefits available.
- Claiming Strategies: Explore various strategies for claiming Social Security benefits and how to choose the best approach based on your marital status, health, employment history, and financial goals.
- Optimizing Your Benefits: Learn how to maximize your Social Security benefits, including timing considerations, tax implications, and coordination with other retirement income sources.
- Common Pitfalls to Avoid: Discover common mistakes people make when claiming Social Security benefits and how to avoid them.
- Planning for the Future: Get insights into the future of Social Security and what it means for your retirement planning.
About the Host
Jacob J. Morris is a Registered Social Security Analyst and Licensed Insurance Agent focused on Medicare. Jacob brings a wealth of knowledge and a deep understanding of the intricacies involved in Social Security and Medicare.