Date: February 1, 2011
Time: 7 pm
Topic: Savvy Social Security Planning for Boomers
Organization: Fairfax County Public Schools Adult and Community Education
Location: Hollin Hall, Fairfax High School
Since Social Security is a complicated system, it requires a significant amount of planning before you file for benefits. I have spent years studying how it works so that I can best help my clients plan and prepare a proper strategy.
In this speech: Beatty will offer factors to consider when applying for benefits, why you should always check your earnings record for accuracy, how to coordinate benefits with your spouse, how to coordinate SS with your other sources of retirement income, when it makes sense to delay benefits and when it does not, how to estimate your benefits, how to minimize taxes on SS benefits.