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Five things you need to know about optimizing Social Security

Date: Tuesday, October 12th

Time: Noon - 1PM

Speaker:  Mike Dullaghan, Putnam Investments

Details/Description: Claiming Social Security is an important decision for retirement income. Social Security can help American workers manage longevity, inflation, market volatility, taxes, and also provide a reliable stream of income. Social Security benefits provide more than half of retirement income for 50% of couples and 71% of individuals, according to the Social Security Administration. Do you know what claiming strategy is best for you?

We will discuss the following:

  • Claiming benefits too early can cause problems

  • Plan for your surviving spouse

  • Special rules for divorced and widowed individuals

  • Social Security is likely to be taxed

  • Pension income may reduce benefits

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August 19

The Evolving Workspace

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February 3

Optimizing Your Social Security Benefits in Retirement