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Savvy Social Security Planning for Women

  • Capital Consulting Group, Inc. - ZOOM 6640 Shady Oak Road, Suite 200 Eden Prairie, MN, 55344 United States (map)

Savvy Social Security Planning for Women

At this workshop you will learn:

  • How much Social Security you stand to receive over your lifetime

  • How the decisions you make in your 60s can determine the amount of income you’ll have in your 80s

  • How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits

  • How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse

  • Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit

  • What to do if your husband or ex-husband dies

  • What to do if your marital status changes

  • How to plan for the extra-long life

Rules and strategies you need to know:

  • How you may receive a spousal benefit while your own benefit builds delayed credits

  • How to switch from one benefit to another to have income now and later

  • Why you and your husband can’t both receive spousal benefits on each other’s record at the same time

  • What you need to do to get divorced-spouse benefits

  • What you MUST consider before remarrying

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Capital Markets Update & Outlook for April 2022

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May 5

Savvy IRA Planning for Baby Boomers