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Social Security Workshop

Tuesday, March 5, 2019
6:00pm to 7:30pm
Portland Library | Portland, CT

Presented by: Tyler Boling

Social Security is one of the most important sources of income for retirees. Yet few people understand how Social Security works or how to maximize their benefit. This presentation provides attendees with the information they need to make the most of their Social Security benefit. Topics discussed include:

  • Taxation of Social Security Benefits
  • Spousal Benefits and Claiming Strategies
  • Special Strategy Still Available for Those Born Before 1954
  • Survivorship Benefits
  • Benefits for Divorced Individuals
  • Income Offsets for Post-Retirement Employment
  • Coordinating Social Security with Pensions and Investment Income
  • How and When to File