Date Wednesday, November 12, 2014
Time 6:00 pm to 7:30 pm
Place New York Life Okemos Office
2150 Association Drive, Suite 200
Okemos, MI 48864
Speaker Jeff Dunn, Corporate Vice President, Investments, NYLIFE Distributors LLC
For more information
To RSVP, please contact Steve Findley, Agent, New York Life at 517-402-2582 or firstname.lastname@example.org. Appetizers provided.
Maximize your lifetime Social Security benefits
Four Strategies to help you make the most out of Social Security
Social Security plays an important part in any retirement income strategy. In addition to questioning when to claim Social Security benefits, many near or new retirees are seeking strategies to help maximize their benefits. There are many factors to consider including:
- The best time to claim Social Security
- The impact that various claiming strategies can have on lifetime income
- Coordination of benefits with a spouse
- Minimizing taxes
This course is designed to help you consider these factors, and determine the role that Social Security can play in your particular retirement income strategy.