Posted by Iredell Council On Aging on 10/31/2016

Planning for Retirement and How Social Security Fits

202 N Church St, Mooresville, NC 28115, USA

Start Time
12/01/2016 11:00 am
End Time
12/01/2016 12:00 pm

This FREE workshop offers real world strategies and methods designed for those preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This course is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.

What you will learn from this workshop:

How to properly file for Social Security benefits

How to maximize the amount you are eligible for

How to avoid the most common mistakes people make when claiming their benefits

How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits

How much income you can make and still draw Social Security

How Social Security is taxed

How to file and suspend

How to claim a spouse’s benefit even if divorced

This workshop is being provided as a means of educating and preparing the non-senior community for retirement and receiving social security benefits, however, the program is open to all interested. To accommodate work schedules, the workshop will be held as a luncheon program on Thurs., Dec. 1 at 11 a.m. A light lunch will be provided. To attend, please RSVP to the South Iredell Senior Center, 704-662-3337 by Nov. 23. This educational course is being sponsored by American Financial Education Alliance, a non-profit organization.


202 N Church St, Mooresville, NC 28115, USA

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