Social Security Workshop for Couples & Baby Boomers

Description

Couples and Baby Boomers will learn... -5 factors to consider when deciding to apply for benefits -When it makes sense to delay benefits, and when it does not -How to estimate your benefits -Innovative strategies for coordinating benefits with your spouse -How to minimize taxes on social security benefits -How your benefit will be affected by the age at which you apply -How cost of living adjustments, or COLA’s, affect benefits -How spousal benefits work -How survivor benefits work -How divorced-spouse benefits work -How working affects benefits -How benefits affect taxes -What to do if you have other income from pensions or IRAs