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WS21-Demystifying Social Security
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Demystifying Social Security

Daniel Williams, CLU, ChFC, CFP 

Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in his or her lifetime. Without an understanding of the many complex rules surrounding Social Security, you could leave thousands of dollars on the table. Learning the answers to the following questions will arm you with the information you need: 

  • When should I file for benefits? 
 

  • What are the advantages and disadvantages of filing at age 62 or deferring to age 70? 
 

  • How does the November 2015 change in the rules affect me? 
 

  • How can I make sure I am taking advantage of available spousal, survivor or divorced benefits?

  • How much of my Social Security will be subject to income tax? 
 

  • What potential changes are in store for Social Security and how might they affect my claiming decision? 

Limited to 40.  

Date: Wednesday, April 28                                                               

Time: 7:00-9:00PM 

Fee: $25

 

Payment to: Needham Community Education
Item Amount: $25.00
+ Additional Fees:
Convenience Fee $0.00
Item Total $25.00
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