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.