June 28, 2024
Are you nearing the pivotal ages of 62 or 65 and considering your Social Security benefits? Understanding the best time to activate your benefits and how Cost-of-Living Adjustments (COLA) can impact your retirement planning is crucial.
In this webinar, Dave Ragan, CFP®, AIF, “Smart Social Security Planning: Strategies for Ages 62 & 65,” we cover:
• Claiming strategies
• COLA explained
• Tax and retirement considerations
• Informed guidance on realistic scenarios
• Followed by a live Q&A
You can watch the full webinar below.
Runtime: 48:47