Description:This presentation will discuss the legal and financial considerations to be made when deciding to take your Social Security Benefits and emphasize the importance of proper timing. Many Americans think Social Security is simple and straightforward, often it is not. Just recently, a bipartisan budget act made some significant changes to Social Security laws about claiming retirement and spousal benefits. Making a mistake when selecting your benefit option can cost thousands of dollars over the course of retirement. This presentation will also include maximizing your Retirement Income Distributions as it relates to Social Security and other retirement sources.

Speakers:

Robert Leitner,

CFP®, RIA Financial Advisory Network