Savvy Social Security Planning (Online)

Primary tabs

Age Group:

Adults
Please note you are looking at an event that has already happened.

Program Description

Event Details

Join Elville and Associates’ Managing Principal and Lead Attorney Steve Elville, J.D., LL.M., as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick, CRPC®, AIF® for our yearly three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Mark discussing Social Security planning and will include the following topics:

 

  • Five major factors that must be considered for deciding the optimal age to start Social Security benefits
  • Understand exactly how your benefit is calculated
  • Strategies to maximize your benefit payment
  • Financial health of Social Security and whether benefits might be lowered or discontinued in the future
  • Strategies for married couples on coordinating when and how to start benefits to maximize lifetime income
  • Special rules for divorced and widowed spouses
  • How much of your Social Security will be taxable
  • Rules and penalties for working while taking benefits

REGISTER HERE.