Savvy Social Security Planning For Boomers Seminar

 

ATTENTION PRE-RETIREES!
The one retirement question every Baby Boomer is asking:
What should I do about Social Security?
 
COME TO A FREE SOCIAL SECURITY WORKSHOP
  
YOUR SOCIAL SECURITY BENEFITS MAY TOTAL 1.2 MILLION DOLLARS OVER YOUR LIFETIME, MORE OR LESS, DEPENDING ON THE DECISIONS YOU MAKE.
 
Don’t make a costly mistake-
MAKE A DECISION TO RECEIVE HUNDREDS OF THOUSANDS MORE!
 
When should you BEGIN receiving benefits? 62? 66? 70?
How do you get the MOST out of Social Security?
How do you best PROTECT your spouse?
How can you pay less INCOME TAX on your benefits?
Plus: The impact of divorce, death, remarriage, and more.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
This opportunity is brought to you by NJ Senior Tax Advisors and the Retirement Resource Network with combined experience of over 50 years in advising retirees. We are dedicated to counseling retirees and pre-retirees to protect your assets, increase your income, and save on taxes. Securities offered through American Portfolios Financial Services, Inc., member FINRA and SIPC. Investment Advisory Services through American Portfolios Advisors Inc., an SEC Registered Investment Advisor.
    

 

 

 

Questions we will answer:
Basics:

Longevity / True value of Social Security / Type of Social Security Benefits being received / Cost of living adjustments.

   

1. Will Social Security be there for me?

Assets in Social Security trust fund / future projections.
   

2. How much can I expect to receive?

How benefits are calculated / Full retirement ages / Early or late beginning date / Using Social Security online calculators / Factors to consider before beginning Social Security benefits / Spousal benefits / beginning, stopping, and restarting benefits / Divorces spouce benefits / Children's benefits.
   
3. When should I apply for Social Security? Factors to consider / Why delay benefits / Breakeven age / How to increase benefits.
   
4. How can I maximize my benefits? Optimal time to apply for benefits / Coodinating spousal benefits / Taxation of benefits / Hot to pay less income tax.
   
5. Will Social Security be enough for me to live on in retirement? Coodinating your other income with Social Security benefits.
   
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck