Social Security Class: Timing, Taxes & Retirement Income

Join Ed Rossi, CFP®, CTS™, TPCP®, CPWA®, NSSA®, CES™, Senior Wealth Advisor at Oak Harvest, for a classroom-style Lunch & Learn designed to help you better understand one of retirement’s most important income sources: Social Security. This educational session will encourage questions throughout as Ed explains how benefits work, when they may be claimed, and how taxes, inflation, and timing decisions can affect retirement income planning.

What You’ll Learn:

• How Social Security works and why it matters in retirement 
• How benefits are earned and calculated 
• When benefits can be claimed and how timing may affect income 
• The difference between claiming early, at full retirement age, or delaying 
• How spousal, survivor, and ex-spouse benefits may apply 
• How working while claiming benefits could impact payments 
• How Social Security benefits may be taxed 
• How inflation adjustments and claiming strategies fit into a broader retirement income plan