Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in their lifetime. By not understanding the many complex rules surrounding Social Security, you could leave thousands of dollars on the table. This webinar will cover:
- When should I file for benefits?
- What are the advantages and disadvantages of filing at age 62 or deferring to age 70?
- 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?
Presenter: Dan Williams, C.L.U., Ch.F.C., C.F.P.; Senior Partner and Co-Founder, The Dover Group
Dan Williams graduated from Babson College with a triple major in finance, investments, and entrepreneurial studies. Dan is a Certified Financial Planner, a Chartered Financial Consultant, and has been named one of Boston’s top financial planners by Boston Magazine. He is a frequent speaker to corporate, higher education, and senior organizations, and teaches several adult education courses in the Greater Boston community.