Learn How to Maximize Your Benefits: An Introduction to Social Security Webinar
Oct
21

Learn How to Maximize Your Benefits: An Introduction to Social Security Webinar

Are you making the most of your Social Security benefits? Claiming decisions can significantly impact your lifetime income — and taxes can reduce how much you actually keep. 
In this 30-minute webinar, Bill Tasker, CFA will walk through how Social Security benefits are calculated, break-even ages for different claiming strategies, how taxes affect benefits, and how spousal coordination can boost household income. You’ll leave with a clear understanding of how to make informed, strategic claiming decisions.
In this webinar, we’ll cover:
  • Why Social Security is a core part of retirement income
  • How benefits are calculated using your 35-year earnings history
  • Claiming options: age 62, full retirement age, or delaying to 70
  • Break-even ages for different claiming strategies
  • Survivor benefits and the 50% spousal rule
  • Earnings test considerations if you plan to keep working
  • Strategies for higher earners to maximize household benefits
  • Key next steps to prepare for filing

Sign Up: https://form.jotform.com/252865597688078

Presenter:
 Bill Tasker, CFA
 4Wealth Financial Group
 745 McClintock Dr #150, Burr Ridge, IL 60527
  advisors@4wealthfg.com  (708) 695-5300
  www.4wealthfg.com

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Understanding Your 401(k)
Sep
23

Understanding Your 401(k)

Join Bill Tasker, CFA and Financial Advisor, Michael McEvoy to learn how to make the most of your retirement plan. In this webinar we will cover: 

- How a 401(k) works and why it’s important.
- What an employer match is and how to get it.
- The difference between Traditional and Roth 401(k)s.
- What to do with your 401(k) if you change jobs.
- Easy tips to avoid mistakes and grow your savings.
View Event →