Social Security Planning

Social Security Planning

“In 2011, the oldest baby boomers turned age 65. 10,000 people turn 65 every day in America
and will continue to do so until 2029 according to the Pew Research Center.
• Every boomer wants to know
o When should I take Social Security?
o Will Social Security be there for me?
o How can I maximize my benefits?
o Is Social Security enough to live on?
• This presentation covers the basics of Social Security (full retirement age, penalties/rewards for
taking benefits early/delayed, PIA, spousal benefits, survivor benefits, etc.)
• Review a simple solution that answers the question “when should I start Social Security?”

  • CAL_ID: 7645


Apr 05 2022


South Bay AOR

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