Saturday, March 28th, 2020
1:00pm - 3:00pm
Location: Occidental Underwriters Lounge at 1163 S. Beretania St
Maximizing retirement income is usually at the top of most pre-retiree’s lists. What are the best strategies to accomplish this? Do you wait as long as you can before taking benefits? Do you begin distributing from your retirement plan? What is Social Security’s survivor benefit? How does the WEP and GPO affect your plan? Are there special tax rules? How does Social Security tie in with Medicare? Why is a personal analysis important?
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