Mortgage Daily: Mortgage Rates Up But Could Reverse Rise | National Mortgage News: Tax Inversion Rules Threaten Asset-Backeds, SFIG Warns | CU Times: Five Hurricane Planning Tips | National Mortgage News: People Movers of the Week: July 22 | National Mortgage News: Wells Plans Latest CMBS Around Smaller Market Collateral | National Mortgage News: Mortgage Credit Tightens Yet Again in June | Bank of America: Bank of America Declares Dividends on Series L, Y, CC and EE Preferred Stock | Credit Union National Association: NYCUA-advocated mortgage bill heads to governor |
10 Tips to Maximize Social Security Benefits (MLC641L)
for a group pricing
How Secured are you with your Social Security Benefits?
One of the major questions today’s retiree faces is whether he has enough money to maintain a similar or better lifestyle throughout retirement. Regular income that is guaranteed to increase over time and continue as long as you live is the best benefit your Social Security can offer . Unfortunately, a lot of people don’t understand how Social Security benefits really work and sadly still, most of the people never focus on how to help maximize their benefits.
The safety and comfort of guaranteed lifetime income provided by pensions may be a thing of the past. Future retirees can use the flexibility afforded by their 401(k) and IRA balances to help optimize and maximize the guaranteed lifetime benefits of Social Security. When properly planned, there are many advantages over pensions due to the tax advantages of higher Social Security benefits.
Retirees who employ a strategy that can withstand the risks they’ll face will have a better chance of enjoying a happier retirement. It is all about choices. Those who understand how to evaluate their choices and optimize their decisions will be the ones to enjoy a more secure retirement. A larger amount of Social Security within a retirement income strategy may, indeed, be the golden ticket to the golden years.
This session by Rick Rodgers, CFP®, noted Wealth Manager, Author and Media Commentator will discuss strategies to maximize Social Security benefits. It will also cover how to protect benefits from taxes and the potential threat of means testing.
The four most costly mistakes retirees make with Social Security.
What everyone needs to know about the taxation of Social Security benefits.
How to determine the optimum age to begin your benefits.
Learn little-known or poorly understood strategies that can add thousands of dollars to your lifetime benefits.
How to create an efficient retirement design to assure you pay minimal income taxes during your golden years.
Who Should Attend
Anyone who wants to retire in the next 5-10 years
Human Resource Managers
*Single User Price. For multiple users please call 1-800-223-8720
Rick Rodgers is founder and president of Rodgers & Associates in Lancaster, PA. In the past two years, Rick has become a regular guest on various regional and national television news programs, noted for his expert commentary on retirement planning and tax strategy. Millions of...
Disclaimer: The content herein does not represent any association between CFPB and Eli Financial LLC. CFPB neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.