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