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Savvy Social Security for Baby Boomers

Julia Tsoy

Nov 20, 2020

Submitted by Julia Tsoy
Advisory, Tax & Accounting
165 Passaic Avenue, Fairfield, NJ


This is a 45 minute workshop designed to educate people over age 55 about how the Social Security System works. After being told for years that the Social Security System is going broke, Baby Boomers are realizing that it will soon be their turn to collect benefits. The decisions that you make today can have a tremendous impact on the total amount of benefits that can be collected over a couple’s lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing benefits.

At this workshop you will learn:

-If Social Security be there for you
-How much you can expect to receive
-When you should apply for benefits
-When it makes sense to delay benefits
-How to coordinate benefits with your spouse
-How to minimize taxes on Social Security
-Coordinating Social Security with retirement plans

Click on the image above to listen to this workshop.

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