How Social Security Fits into Your Retirement Plan

There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences?

Understanding all these factors and how they can play into your personal situation becomes a major part of your retirement income plan. Learn more about Social Security – whether you’re considering withdrawing for yourself or helping a loved one with their decision.

We brought in Jamie Hopkins, Director of Retirement Research with our partners at Carson Group, to record this on-demand webinar to help.

Watch the video today to learn:

  The basics and importance of Social Security

  How benefits are calculated and who is eligible

  How to incorporate Social Security into retirement

  What to consider from a tax perspective

  And more!

Fill out the form today to watch “How Social Security Fits into Your Retirement Plan.”

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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