Making the Most of Social Security.

What Boomers need to know to optimize Social Security and make their personal savings last!

Join us online for a complimentary educational webinar about Social Security

Register for the Webinar September 15th @ 6:30PM
Register for the Webinar September 17th @ 6:30PM

This 45 minute course offers real world strategies for those who are preparing for retirement and want to learn how to optimize their Social Security benefits and make their personal savings last.

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It is critical that you act now and get this important information before it is too late. Now is not the time to sit on the sidelines.

One of the most important decisions you will be required to make before you retire is when and how to claim Social Security benefits. The majority of retirees apply for benefits as soon as they become eligible, at age 62. For many however, they do so without realizing they are significantly and permanently reducing the benefit amounts they and their spouse will receive throughout their lifetime.

Whether you’re single, married, divorced or widowed, there may be ways to optimize the amount of lifetime, after-tax benefits you and your family receive from Social Security. To do so successfully requires a keen understanding of the Social Security retirement system and the critical issues outlined below:

  • How married couples can coordinate benefits to help enhance spousal and survivor benefits

  • How to claim a spousal benefit while earning delayed retirement credits on your own benefit

  • How, in the post bipartisan Budget Act era, “File and Suspend”, “Do Over”, “Start, Stop, Restart” strategies work

  • How working after filing for benefits can eliminate eligibility to receive a benefit payment before full retirement age and the taxability of your benefit check

  • How claiming worker benefits early could permanently lower your spousal benefit at full retirement age

  • Ways to avoid the dozens of planning traps buried in the nearly 3,000 filing rules of the Social Security retirement system

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INFINEX DISCLOSURE

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated.

Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of principal.

Attendees may be contacted by an insurance agent.

 

        Register for the Webinar 
September 15th @ 6:30PM
September 17th @ 6:30PM