Savvy Social Security Planning
Wed, Oct 30
|Rochester
When is the optimal time to claim Social Security benefits? In this workshop we will discuss how the timing, spousal benefits, cost of living adjustments, and other complexities of Social Security can greatly impact your retirement plan.
Time & Location
Oct 30, 2024, 12:00 PM – 1:00 PM
Rochester, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
Deciding when to claim Social Security benefits is one of the most crucial decisions you'll make as you approach retirement. This workshop provides an in-depth exploration of the factors that can significantly influence your decision. We’ll delve into the intricacies of timing your benefits, the impact of spousal benefits, and the importance of cost-of-living adjustments. Additionally, we’ll examine various other complexities associated with Social Security that can shape your overall retirement strategy.
By understanding these critical aspects, you’ll be better equipped to make informed decisions that could help you maximize your benefits and secure a more comfortable retirement. The session will be led by experienced financial advisor Kim Nugent, CFP®, who will share valuable insights and strategies to guide you through the nuances of Social Security planning.
Disclaimer:
Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To…