Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
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Course DescriptionThis workshop will cover: 5 factors to consider when deciding when to apply for benefits; when it makes sense to delay benefits -- and when it does not; why you should always check your earnings record for accuracy; how to estimate your benefits; how to coordinate benefits with your spouse; how to minimize taxes on Social Security benefits; how to coordinate Social Security with your other sources of retirement income.