Workshops > Personal Finances

Personal Finances

The Institute for Financial Education Workshops - Advanced Social Security Planning: A Strategic Look at Social Security in Retirement
Fee: $5.00
Dates: 12/10/2024 - 12/10/2024
Times: 6:00 PM - 8:00 PM
Days: Tu
Sessions: 1
Building: Peoria Campus - Hickory Hall
Room: Hickory 131
Instructor: Bernie Wrezinski
In this class, the instructor will discuss how C.O.L.A affects Social Security, and what is the best age to collect benefits? (62, 66 or 70), how benefits are calculated, how to save on taxation, and how to collect IRAs and let SS grow 8% per year. You will discover how to:
- Minimize Retirement Taxation
- Maximize Claiming Strategies
- Coordinate SS with RMDs
- Develop a Survivor Benefit Estate Plan
- Create Flexibility, Control, and Future Guarantees

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