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Smart Social Security Planning: Strategies for Ages 62 & 65

social security planning strategies

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

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