About this Event
✅ The Optimal Filing Strategy for YOUR Situation Learn exactly when to file based on your age, health, marital status, and financial goals.
✅ Spousal Coordination Tactics That Add $50K-$100K Married couples: This alone is worth attending. Most couples leave massive amounts on the table.
✅ How to Minimize (or Eliminate) Taxes on Your Benefits Up to 85% of your Social Security can be taxed. I'll show you how to reduce that.
✅ What to Do If You've Already Filed Yes, there are still options. I'll explain the "do-over" strategies few people know about.
✅ Survivor Benefit Strategies Widows and widowers have unique options that can significantly increase lifetime benefits.
✅ The "Working While Collecting" Rules How to earn income without losing benefits (there's a right way and a wrong way).
✅ How to Analyze Your Social Security Statement Like a Pro Bring your statement, and I'll show you what to look for.
Event Venue & Nearby Stays
9449 Balboa Ave suite 114, 9449 Balboa Avenue, San Diego, United States
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