*Please register by phone with Heidi at 805-835-8980
LEARN STRATEGIES TO MAXIMIZE YOUR
SOCIAL SECURITY BENEFITS & MINIMIZE YOUR TAXES
• When your benefits may begin, and how the age at which you apply will affect the amount you receive.
• How to maximize Social Security benefits and how to minimize the taxes you pay on them.
• Strategies to consider before deciding to apply for benefits.
• How your current employment will affect benefits.
• What to do if you have other income from pensions or IRAs, too.
• When it makes sense to delay benefits - and when it does not.
• How the wrong Social Security decision can impact your life savings.
• Can you fix your Social Security election if you made a mistake?
• Social Security and Medicare, learn the rules and how they apply to you.