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Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs)

August 29, 2023 @ 11:00 am - 12:00 pm Eastern

Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals.

On Tuesday, August 29 from 11 am to 12 pm EST, join Judy Barnhard, CPA, CFP®, CDFA® and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partners of Councilor, Buchanan & Mitchell, for a 1-hour educational session entitled “Maximizing Social Security Benefits and Avoiding Mistakes”. Judy and Alex will address the following questions, and others:

• How does Social Security work?
• When should I claim my Social Security benefits?
• Should I delay receiving Social Security?
• Can I earn income when I receive Social Security?
• How is Social Security taxed?
• Will my spouse receive benefits?
• What about my ex-spouse?

A $49 fee will be charged to attendees who are not GWSCPA members.