SOCIAL SECURITY & TAXES: 101

If you're you approaching retirement and feeling overwhelmed by Social Security? You're not alone. Knowing when to claim Social Security can be confusing. But don't worry, there's help.  In this workshop, you'll learn about: Full Retirement Age (FRA) and its significance Minimizing or eliminating penalties on Social Security Tax consequences of claiming before FRA Ideas to maximize your benefits You'll also get tips on how to protect investments from market loss and how to create a long-term care funding plan. Additionally, we'll cover Medicare and healthcare-in-retirement basics. This is perfect for anyone nearing retirement or in retirement but who has not yet started their Social Security.