Broker Check

Workplace Presentations

Find out what you need to know to make the most of your Social Security benefits: 

  • How to estimate your Social Security benefits 
  • 5 factors to consider when deciding when to apply for your benefits 
  • When it makes sense to delay your benefits and when it does not 
  • How to minimize taxes on your Social Security benefits 
  • How to coordinate your benefits with other sources of income 
  • Two innovative strategies for coordinating benefits with your spouse 
  • How cost-of-living adjustments affect your Social Security benefits  

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