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Retirement is one of the most important life events many of us will ever experience. When to collect Social Security may be the single most important decision you make in context of planning your retirement. Laws and regulations have changed on social security and you need to keep yourself informed on these and other issues that pertain to Social Security.
This event offers a great opportunity to learn key concepts you need to know before applying for Social Security. Depending on your age, Social Security filing strategies may boost lifetime benefits and increase retirement income by tens of thousands. Always consider Social Security payout as an important component of your retirement plan.
Topics Discussed in This Workshop Includes:
January 1, 2016 Social Security regulation changes impacting the filing timing options available to you.
How Social Security benefits are calculated and the advanced planning required to increase them.
Why married couples, divorced and widowed individuals can miss out on significant lifetime sums.
How Social Security sums may be integrated into a retirement analysis projecting future monthly income.
The "three legged stool" approach to retirement planning and how to support your needs in the future.
Learn how your Social Security benefit may be taxed and how that can change your outlook.
If I elect Social Security and continue to work will my benefits be reduced or eliminated?
A 30 year industry veteran, Financial Service Advisor Michael Alimo has served clientele around CT and New England at his USA Financial & Tax Services, LLC. Services include comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; and business and estate tax planning. Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars for groups at libraries and social organizations about a variety of financial and planning topics.
This is a hybrid event; you can choose to attend in person or on Zoom.
Here is the Zoom link: https://us02web.zoom.us/j/88315369703