Social Security Strategies for Retirement Income: How to Plan Your Benefits

The decisions you make about Social Security can affect your retirement income for decades. Understanding when to claim benefits—and how those decisions fit into your broader retirement plan—can help you make more informed financial decisions.

Join Chief Planning Officer Jeffrey Levine as he explores the key factors that influence Social Security claiming strategies. Whether you're approaching retirement or already retired, you'll gain practical insights to help evaluate your options and understand how Social Security fits within a comprehensive retirement income plan.

What you’ll learn:

• How to evaluate the trade-offs between claiming benefits early and delaying benefits
• How spousal and survivor benefits can affect your retirement income strategy
• How working in retirement may impact your Social Security benefits
• How Social Security decisions interact with taxes, investment portfolios, and other income sources
• Practical considerations for incorporating Social Security into a broader retirement plan

This webinar is ideal for individuals and families approaching retirement, evaluating Social Security claiming decisions, or seeking to coordinate Social Security with other retirement income sources.

While you wait for the webinar, explore our article, “Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider,” for additional planning considerations to discuss with your advisory team.

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