This workshop focuses on several key Social Security planning issues faced by retirees and near-retirees.
This workshop focuses on several key Social Security planning issues faced by retirees
and near-retirees. Strategies for obtaining the most advantageous Social Security
benefits will be explained and recent changes in the system clarified.
The workshop will cover:
How Social Security Benefits are calculated
Strategies on when to apply for Social Security in order to receive the maximum
benefits
Recent legislative changes in Social Security
The optimal timing of benefits for couples and individuals
Strategies for divorcees and widows/widowers
Taxation of benefits
How pension or IRA/401(k) income may affect taxation of Social Security benefits
Pros and cons of working while receiving benefits
Solvency of Social Security
The City of Evanston is committed to promoting a Citywide culture of accessibility and inclusivity. To request an accommodation for a program, service, or activity, please call 847-866-2919 to make an ADA service request or fill out a request form online.