Broker Check
25 Oct
Savvy Social Security Planning


After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

Date and Time

Mon, Oct 25, 2021

6:30p - 8:30p EST


Hauppauge Library

1373 Veterans Memorial Highway
Hauppauge , NY 11788


Hosts: Bud Levy CFP, MBA and Evan Levy, CFP

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