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Social Security Strategy Class

Most people think that claiming strategies are essentially boiled down to claiming early, at retirement age, or late. In reality, that’s an oversimplifying an incredibly complex concept, because there are over 500 claiming strategies for Social Security.

This is not something you can afford to overlook.

Social Security will likely have the single greatest impact on your retirement income. According to the Social Security Agency, 61% of retired workers count on their benefits to provide at least half of their monthly income. It drastically impacts your entire retirement outlook, and affects every area of your finances.

Do you have the right strategy?

In this class, you will learn how to:

  • Maximize your Social Security benefits
  • Reduce (or potentially eliminate) taxes on your Social Security benefits
  • Plan for how Social Security will affect your spouse
  • Select your claiming strategy (and how recent legislation changes affects your options)
  • Plan for retirement income
  • Develop a tax-efficient retirement strategy
Reserve your seat

About The Class

In this free 1-hour class, you will be equipped to make informed decisions about your Social Security and retirement.

Often people think that the decision of how and when to collect Social Security is an isolated decision, using a break-even analysis. But in reality, your decision about how and when you collect Social Security affects:

  • Your tax situation both up until the time you take social security, and throughout your entire retirement.
  • Your investment decisions and the amount of money you’ll need to pull from other accounts.
  • How much guaranteed income you may need to have from stable accounts like annuities.
  • How your life insurance affects your surviving spouse’s Social Security benefits
  • And much more…

Find an upcoming class that works for you.

Woodbury Central Park

Date:

July 19, 2018

Time:

6:00 pm

HOSTING OFFICE:
White Bear Lake
Reserve your seat

Woodland Community Center

Date:

July 19, 2018

Time:

6:00 pm

HOSTING OFFICE:
Duluth
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Woodbury Central Park

Date:

July 18, 2018

Time:

6:00 pm

HOSTING OFFICE:
White Bear Lake
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Plymouth Creek Center

Date:

June 28, 2018

Time:

6:00 pm

HOSTING OFFICE:
Minnetonka
Reserve your seat
See FUll Class Calendar