Course Description

Understanding & Maximizing Your Social Security Benefits

Are Social Security Benefits puzzling? They can be.

This workshop is a great resource for anyone who plans to retire in the next 15 -20 years.

Topics include:
• Taking benefits early? Learn the income limits that you will face
• Increasing your benefits by delaying them (8% increase with a max of 32% for some)
• Spousal and ex-spousal benefits
• Survivor benefits
• Taxation of benefits (yes benefits can be taxable. We discuss how to minimize taxes)
• Early retirement and delayed retirement strategies, and more.
• And how a ROTH-IRA could be your greatest asset in keeping your retirement taxes low.
• Examine how one household coordinates their benefits and what may happen during their retirement

Its possible to increase your lifetime benefits by over $125,000 and more with the right strategy. Instructor: Robert Cox, RICP©,, “The Retirement Educator� a professional retirement planner/fiduciary