This course provides clear, practical guidance on how and when to make informed decisions about claiming Social Security benefits.
Guided by Certified Financial Planners from Western Reserve Capital Management, LLC in Hudson, the information presented is designed to help you understand how Social Security might fit into your broader retirement income strategy.
Topics Include:
- The financial impact of claiming early at age 62, full retirement age, or age 70
- Spousal, and survivor benefits
- Taxation of Social Security income
- How other accounts can impact the taxation of Social Security
- Coordinating benefits with other retirement income source
- Common planning mistakes and how to avoid them
Whether you’re approaching retirement or already in retirement, this presentation will prepare you to make smarter, more confident Social Security decisions.
Ideal for: Individuals aged 50+, who are within 10-15 years of retirement or who are already retired and want to review their financial plan.
Please call, email or stop in the library to register for this program
330-657-2291
info@peninsulalibrary.org
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