Indiana – Social Security at the Wrong Age?

CLAIMING SOCIAL SECURITY AT THE WRONG AGE MAY REDUCE YOUR BENEFIT BY UP TO

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New administration RAPID changes are coming. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by retirement planning specialist, Carie Young, from Advocate Financial, LLC. This educational event will cover the basics of Social Security and discuss retirement income planning as well as strategies to reduce your taxes during retirement.

DURING THIS EDUCATIONAL CLASS WE WILL DISCUSS THE FOLLOWING:

• Timing is everything!
• Educate yourself on the breakeven of Social Security Benefits
• Help with Social Security Income
• Understanding Survivor and spousal benefits
• Guidance on your specific situations
• When do I take money out of retirement funds?
• How can I maximize my income through retirement?

By attending this event you will learn how to avoid making the type of mistakes that can potentially affect your Social Security benefits and retirement for the rest of your life. We will also discuss some of the basic strategies that utilize your Social Security benefits along with your other investments in a way that will create a retirement plan that provides a tax efficient, lifetime income stream that does not depend upon the market’s performance to meet your financial needs.

Hosted by:
Glen Witchey , CSA, RSSA
ADVOCATE FINANCIAL LLC
(800) 943-2386