Navigating the Social Security Maze

Description:

Description:

Social security planning in retirement can be a maze of complexities with many rules and different claiming strategies to start. It's not simply a matter of reaching a certain age and automatically receiving your benefits. Factors such as your earnings history, full retirement age, spousal benefits, delayed retirement credits, and taxation rules all come into play in determining when and how much you can receive. Navigating these complexities requires careful analysis, informed decision-making, and a comprehensive understanding of the social security system.

Let’s focus on three must-know topics that will help guide you towards effective social security planning:

Agenda:

1) Learn the basics and current state of social security

2) Understand when the optimal claiming age is for you

3) How to coordinate spousal benefits & taxation

Format:

One-hour, in-person session facilitated by Ryan Hitchcock from High Point Capital Group

Also available virtually:

https://us02web.zoom.us/webinar/register/WN_FVozgPgrSZ6cAHrDQdF7LALinks to an external site.

Bio:

Ryan has been a prominent figure in the financial services industry since 2009. As a Financial Planner & Wealth Manager he combines a formal planning process with cutting-edge financial planning technology, delivering exceptional service to his clients. He has a passion for educating individuals on crucial topics like investing strategies, tax planning, withdrawal strategies, or social security. However, he recognizes that personal goals, desires, and lifestyle are equally vital in creating an effecting financial plan.

He is a partner at High Point Capital Group, and hosts the popular Financial Breakaway Podcast. Outside his immediate professional sphere, he currently serves as a council member of the NextGen Council, an esteemed industry group dedicated to shaping a leading platform for an organization with over 10,000 connected independent Financial Advisors. He is a local volunteer in youth sports and resides in Brookfield with his wife and two young children.

Host or Publisher The Kacmarcik Center for Human Performance