Understanding Your Social Security Retirement Benefits

This presentation will discuss the financial considerations to be made when deciding to take your Social Security Benefits and emphasize the importance of proper timing. Many Americans think Social Security is simple and straightforward, often it is not. Just recently, a bipartisan budget act made some significant changes to Social Security laws about claiming retirement and spousal benefits. Making a mistake when selecting your benefit option can cost thousands of dollars over the course of retirement.

The webinar will also address maximizing your Retirement Income Distributions as it relates to Social Security and other retirement sources.

Speaker: Adam Rude, CFP, CIMA, and Principal, Claricity Wealth & Planning

Email contact: bruce@marketingsense2.com

Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227