04/11/2013 // JusticeNewsFlash // Morgan Stanley Smith Barney LLC // (press release)
An educational workshop titled “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” has been scheduled for Monday, on April 15th at Acalanes Adult Education Center, from 7:00PM to 8:30PM, 1963 Tice Valley Boulevard, Walnut Creek, CA 94595. You may register by calling (925) 280-280-3980 ext. 8001.
After being told for years that Social Security is “going broke,” baby boomers are realizing that it will soon be their turn to collect. But the decisions they make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.
To help baby boomers better understand the Social Security system, this workshop will cover:
-5 factors to consider when deciding when to apply for benefits
-When it makes sense to delay benefits — and when it does not
-Why you should always check your earnings record for accuracy
-How to estimate your benefits
-How to coordinate benefits with your spouse
-How to minimize taxes on Social Security benefits
-How to coordinate Social Security with your other sources of retirement income
Seating is limited and reservations are recommended. Individuals may reserve space by calling the Acalanes Adult Education Center at 925-280-3980 ext. 8001. The address is 1963 Tice Valley Boulevard, Walnut Creek, CA 94595.
George can be followed on twitter at Follow me on Twitter: @GNocetiMSSB and connect with him at Connect LinkedIn: George M. Noceti, CRPS®.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services. For more information, call 925-746-2982. Wealth Advisor George M. Noceti ‘s web address is www.ms.com/fa/theintegragroup.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice.
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