For people nearing retirement, learn more about Social Security claiming options and investigate retirement income planning.
Get free tickets through Eventbrite. After you register, you will receive your zoom access link via email before the event.
Specific topics to be reviewed include:
• SOCIAL SECURITY -- benefits overview and claiming strategies, when to claim to maximize benefits, avoiding common mistakes, working and collecting, taxation of benefits, information for widows, widowers, and divorcees
• RETIREMENT INCOME – developing a distribution strategy from retirement savings, income from dividends and fixed income, annuities as an income resource, leveraging income from real estate, maintaining purchasing power against inflation
The presentation is sponsored by the Providence Community Library and offered through the Society for Financial Awareness (SOFA - sofausa.org), a nationwide 501(c)(3) non profit public benefit corporation with a mission to provide financial education in local communities across America. The presenter will be Michael Graff of the SOFA Walpole Chapter, with 35+ years of financial services, is a Investment Advisor Representative, Chartered Tax Advisor, and the author of the book - "6 Steps to Retirement."