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Social Security Strategies

Max's Fanno Creek Brew Pub
12562 SW Main Street
Tigard, OR 97223, US (map)
Public WiFi

Max's Fanno Creek Brew Pub 12562 SW Main Street Tigard, Oregon 97223

The meeting is held at the back room.

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Description

Social Security benefit strategies are like finger prints. Everyone s strategy is different. The Social Security personnel will not provide guidance for your benefit issues. Rick will explain some of the things you should understand and consider when applying for your Social Security benefits.

What is:

Early Retirement Age
Full Retirement age
Deferred retirement age (credits)
Spousal Benefits

What other factors should be considered when choosing to accept Social Security benefits.

How does continuing to work affect your benefits?
What about other income sources?
Life expectancy versus total benefits received.
The effects of inflation

Questions and answers

Meeting notes are downloadable at: http://occa.org/files/SSNotes.pdf

Agenda:

6:00--6:20 Networking
6:20--7:00 No-host dinner
7:00--7:30 Introductions and announcements
7:30--8:30 Main Presentation (followed by Q&A):

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