Free Webinar

Social Security - Know Your Options

About the Webinar

As you approach retirement, deciding when and how to claim Social Security benefits can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea but, by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life.  
This course will help you gain a clearer understanding of the strategies you should consider before filing for your benefits. It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.

  • Vital rules that affect when and how you file for benefits​​​​​​​

  • How much lifetime income you stand to lose  by filing for Social Security at the wrong time

  • Strategies that can maximize your Social Security benefits and minimize taxes​​​​​​​

  • How your benefits are affected if you’re still working​​​​​​​

  • Strategies for coordinating Social Security with  your IRA/401(k) and other income sources

  • Dan Brooks, COFE Instructor

    Webinar Host

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