Loading Events

2019 Social Security Update


Location:

2001 Siesta Drive
Sarasota, FL 34239 United States

Directions

Date:

December 10, 2019

Time:

6:30 pm - 8:00 pm

 

Discover Keys to Enhance your Social Security Benefits

If you’re among the millions of Americans who are currently collecting or planning to file for, Social Security benefits, one of the most confusing but important elements of retirement planning is understanding how Social Security works. With revised rules and tax reform potentially affecting how you receive benefits, now is the time to get the facts and review your current income strategy.

Topics of discussion will include:
• Taxation of Social Security benefits
• How working in retirement could impact your benefits
• Timing options for your benefits
• Methods that may increase benefits and provide more lifetime income throughout retirement
• How to quickly and easily sort through all possible filing combinations
• How proper coordination of spousal benefits may help you to obtain the highest level of income
The Answers to These Questions Can Impact Your Retirement and Social Security Benefits
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may
be presented or offered. Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Barcomb Asset
Management is independent of BFCFS. This event is not affiliated with the US Government or any governmental agency. Our firm does not provide legal or tax advice. Please consult a tax and/or
legal professional for guidance with your individual situation.

Register For This Event

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name