Savvy Social Security Planning: Basic Rules and Claiming Strategies With Beth Lynch

Fort Pitt Capital Group in Webinar 2 November, 2020

Beth Lynch, CFP® Financial Advisor at Fort Pitt Capital Group in just 30 minutes will cover social security planning issues like:

  • How to decide when to collect your benefits.
  • How to coordinate benefits with your spouse.
  • Social Security options available to divorcees.
  • How the death of a spouse affects your Social Security benefits.
  • How work affects your benefits.
  • How to avoid making a poor (and almost irreversible) Social Security claiming decision.
  • The huge impact of survivor benefits on smart claiming decisions.
  • How recent legislative changes may have impacted your strategy.
  • What to do if you were counting on a claiming strategy that’s no longer available.
  • How much can I expect to receive from Social Security.
  • Why does it matter when I apply? And when should I do it.
  • Do I have to actually retire to get benefits?
  • Will Social Security even be there for me.
    -And more!

 

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