Savvy Social Security Planning

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 the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.  The information in these materials may change at any time and without notice.