03 March
Making the Most of Social Security

Organizer

Making the Most of Social Security info@goodmanadv.com

Presenter

Deborah Goodman, CFP, CPA

Description

Social Security is a significant piece of the retirement puzzle. Learn how to get the most from your benefits and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans, such as Windfall Elimination Provisions and Government Pensions Offsets. We will also review special planning considerations for self-employed individuals. Join us to navigate this sometimes confusing benefit.

Date and Time

Tue, Mar 03, 2020

6:30p - 8:00p EST

Location

Brookline Adult & Community Education

115 Greenough Street
Brookline, MA 02445
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