Tax Mastery in Retirement: Strategies for Successful Planning
October 5 @ 2:00 pm - 3:00 pm CDT
Gain a comprehensive understanding of the social security system.
Social security planning in retirement can be a maze of complexities with many rules and different claiming strategies to start. It’s not simply a matter of reaching a certain age and automatically receiving your benefits. Factors such as your earnings history, full retirement age, spousal benefits, delayed retirement credits, and taxation rules all come into play in determining when and how much you can receive. Navigating these complexities requires careful analysis, informed decision-making, and a comprehensive understanding of the social security system.
Let’s focus on three must-know topics that will help guide you towards effective social security planning:
1) Learn the basics and current state of social security
2) Understand when the optimal claiming age is for you
3) How to coordinate spousal benefits & taxation
Instructor: Ryan Hitchcock