What Everyone Should Know About Social Security Benefits

When is the right time to take Social Security? What’s the difference between taking it early and waiting? How are Social Security benefits taxed? Which planning strategies will make a difference? With so much misinformation on the subject, it is essential that you understand Social Security benefits in order to make informed choices.

In this session, we will review relevant rules, highlight available strategies, and provide guidance to help you navigate the maze of Social Security benefits and act with confidence when making some of the most important decisions for retirement.

Presented by: Ruthann M. Driscoll

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.