Date: January 14, 2016
Time: 6:00 pm to 7:30 pm
Location: Financial Accounting Services
41769 Enterprise Circle North Suite 209
Temecula, CA 92590
This informative, free, no obligation seminar covers the basics of Social Security and discusses strategies for maximizing benefits.
At this workshop you will learn:
- 5 factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits–and when it does not
- Why you should always check your earning record for accuracy
- How to estimate your benefits
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
Seating is limited. Please call Samantha at 951 -719-1515 to reserve your space or email Samantha@taxmanfred.com.