* This is a past event
Maximizing Your Social Security Benefits Workshop
Perry's Steakhouse & Grille- Katy
23501 Cinco Ranch Blvd Suite Q100, Katy, Texas, 77494
MAXIMIZING YOUR SOCIAL SECURITY BENEFITS
CONGRESS WANTS TO REFORM SOCIAL SECURITY…ARE YOU PREPARED?
One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. The difference between the best and worst possible decision of when to start Social Security can be well over $500,000. You’ve worked hard your whole life and paid into the Social Security system for years. It will soon be your turn to collect. Advanced planning is essential. The decisions you make now can have a
tremendous impact on the total amount of benefits you receive over your lifetime.
Please arrive a little early to give time to park, register and find a seat.
WE WILL DISCUSS:
• How to maximize Social Security benefits and how to minimize the taxes you pay on them.
• How your current employment will affect benefits.
• How spousal survivor and divorced spouse benefits work.
• When it makes sense to delay benefits, and when it does not.
• How the wrong investments can affect Social Security taxation.
• Can you fix your Social Security election if you made a mistake?
• How to create a “do-it-yourself” personal pension.
• How cost-of-living adjustments (COLAs) impact benefits.