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Social Security Strategies (Presented By: Megan Muccio, CPA)

December 15 @ 7:00 pm - 8:00 pm EST

Social Security Smarts

12/15/20207:00pm EST1 hour
This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you.

Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.

What You Will Learn
- How to properly file for your Social Security benefits
- How to determine the amount you are eligible for
- How you can avoid common benefit claiming mistakes
- How you can potentially minimize taxes on Social Security benefit
- How you can file and restrict benefits
- How you can claim a spouses benefit even if divorced

We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com

Megan Muccio, CPA is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Details

Date:
December 15
Time:
7:00 pm - 8:00 pm EST
Event Category:

Organizer

Megan Muccio