SOCIAL SECURITY WEBINAR: MAXIMIZE YOUR BENEFITS!

Savvy Social Security Planning

What Baby Boomers Need to Know About Their Retirement Income

Next session starts in:

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What you will learn:

✓ 5 factors to consider when deciding to apply for benefits

✓ When it makes sense to delay benefits - and when it does not

✓ How to minimize taxes on Social Security benefits

✓ How to estimate your benefits

✓ Innovative strategies for coordinating benefits with your spouse so you can increase your income

✓ Why you should always check your earnings record for accuracy

✓ How to coordinate Social Security with your other forms of retirement income to maximize your income

✓ Decisions you can make today that can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime

Presented by:

Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS®
[email protected]

Zack specializes in helping people near or in-retirement preserve, grow, and distribute their assets in the most tax-advantageous way. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years' industry experience and has created over 600 retirement plans for his clients.