05/24/2017

— Royal Oaks Country Club—

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