Our Social Security Lab provides educational information to help you maximize your benefit to increase the retirement income you’ll receive for the rest of your life.
You’ll learn easy-to-understand facts about the importance of timing when to file for Social Security, plus what you need to know about strategies for coordinating spousal benefits, minimizing taxes and more.
What you’ll learn
Strategies for how and when to file depending on your personal situation.
Developing a strategy for timing your Social Security benefits is based on a number of factors unique to you, your life expectancy and your financial situation in retirement.
Advantages for married couples who coordinate the timing of their benefits.
Discover different strategies for coordinating your benefits with your spouse’s benefits to maximize the Social Security retirement income you’ve worked long and hard to earn.
Ways to claim a spousal benefit even if you’re divorced or widowed.
Don’t miss out on the benefits you deserve. Learn the ins and outs of the Social Security Administration’s rules for claiming a spousal benefit if you’re widowed or divorced.
How Social Security works in relation to your 401k and IRA retirement savings.
The good news – distributions from your 401k and IRA do not affect the Social Security benefits you receive. However, it’s important to understand how your taxes are affected.
How to minimize taxes on your Social Security benefits and so much more.
Depending on your combined income, up to 85% of your Social Security benefit is subject to federal income taxes. Learn strategies to reduce your tax burden in retirement.
When you attend our lab, you can get a no cost personalized Social Security timing report that provides information to help optimize your Social Security retirement benefits.
Our mentors have helped thousands of indivisuals find financial clarity and chart their path to retirement.
Our educational workshops are updated every year and are the source of the most up-to-date information in the industry.
Ask and listen to questions answered by a professional in real time. This helps forster a deeper understanding of the material.
New Learning Lab workshops pop up daily. Check out these upcoming events.
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