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This is a FREE Social Security Workshop For Retirees With $500,000+ In Retirement Assets.
"What Baby Boomers Need To Know About Their Retirement Income"
The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to recieve over your lifetime.
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Baby Boomers Are Asking...
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
- At this informative seminar you will learn important rules and strategies for collecting your retirement benefits.
Learn the rules for…
- How your benefit will be affected by the age at which you apply
- How cost-of-living-adjustments, or COLAs, 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
At this workshop you will learn...
- 5 factors to consider when deciding to apply for benefits
- When it makes sense to delay benefits—and when it does not
- Why you should always check your earnings record for accuracy
- How to estimate your benefits
- Innovative strategies for coordinating benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other forms of retirement income
Take Advantage of This FREE Web Class
BEFORE TIME RUNS OUT!
Contact
Office: (918) 494-2929 x115
Fax: (918) 492-5433
2250 East 73rd Street
Suite 650
Tulsa, OK 74136
daran.tucker@lpl.com
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Daran Tucker is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
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