Featuring Ash Ahluwalia, CFP, MBA
Head of Social Security Planning, OneTeam Financial
As the primary source of income for many American retirees, Social Security is critical to evaluate as part of your overall retirement plan. Particularly in light of COVID-19, you may be considering filing for benefits early. To avoid becoming a part of the 90 percent of filers that leave earned money on the table, learn the considerations and claiming strategies to optimize your benefits. From identifying potential changes due to COVID-19 to minimizing taxation to qualifying for spousal, ex-spousal and survivor benefits — learn how to maximize your retirement income benefits so you can feel empowered with making the right decision for you and your family.
Upcoming Financial Planning Series topics include:
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