Social Security experts, by themselves, are not able to focus on the entire picture of your retirement plan. Financial Professionals seem to lack the understanding needed to fully leverage Social Security in your retirement plan.
If your intention is the get the highest dollar amount out of your Social Security, chances are, you should just wait until 70 and then file. If your goal in your retirement planning is to have the highest income possible, based on your appropriate suitability, then defaulting to file at 70 years old may not be your best option.
This class address the following topics:
- Learn different ways that you can file that many don’t know
- Learn how Social Security can help maximize your overall retirement income (hint: filing at 70 is not always the answer)
- Understanding the importance of time value of money
- Learn how taxes play a significant part in how you should file
This class is built for those who don’t want to leave hundreds of thousands of dollars on the table. It is built for those who want to leave the guessing game and get transparency and clarity when it comes to retirement planning. Students should be able to walk away with tangible knowledge that can increase their retirement income, reduce their risk, and enjoy A Safer Retirement™.
*Sourced from BankRate.com