Are you nearing the age to start thinking about your Social Security claiming strategy but are unsure where to start? If your answer is yes, the good news is that you’re not alone! Social Security is a complex system that requires us to consider many different factors before claiming a benefit that is irrevocable. During our 50-60 minute discussion, we will cover the following:
When should I claim?
Are my benefits taxed?
Can I work while I collect benefits?
Are benefits available for my spouse or children?
Please join us for an educational seminar on these topics and more as Certified Financial Planner™, Josh Bitel, CFP® shares his knowledge and expertise on this important topic and timely topic.
Josh Bitel, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® He conducts financial planning analysis for clients and has a special interest in retirement income analysis.