Tue, Feb 25, 9:00am – 10:00am
Social Security Planning for the Boomers
When should I file for Social Security benefits? Rich or poor, all Boomers need to know the answer. And the answer is, well, complicated.
Perhaps you plan to use Social Security to make ends meet. Or you intend to fund an investment program for yourself or your grandkids' education. Or perhaps you have something else in mind.
Join Sal Geraci, CPA, of HHM Wealth Advisors to learn how the distribution phase of retirement varies from the accumulation phase. There are very few real rules of thumb that apply to everyone when it comes to Social Security. And the decisions you make at this stage in life depend on a multitude of factors including income, assets, health status, life expectancy, family dynamics, life goals, and a lot more.
NO C.E. Credit
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