Understanding your Social Security Benefit Options

One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets.

Topics include:

  • How to properly file for Social Security benefits
  • Maximize the amount your eligible to receive
  • Avoid the most common mistakes people make when claiming benefits
  • Position your assets to minimize or avoid paying taxes on Social Security benefits
  • How Social Security is taxed
  • Much more