The AAII Denver Chapter presents...
"Social Security: When to Start; How to Coordinate With Investments"
Discussed by:
Paula and Robert Grey
Principals, Denver Money Manager LLC
Social Security WILL be there, despite political ads’ scare tactics. But that’s where the simple answers end! Important questions for you include when to begin taking benefits; how to coordinate Social Security with other sources of retirement assets and income; how to decide when to claim which spouse’s benefits, especially with differing ages/income; how to avoid a common trap involved in signing up for both Medicare and Social Security at the same time(!); understanding future cost-of-living adjustments’ impacts from current decisions; when, why and how to implement the little-known ‘claim-and-defer’ strategy; and how taxes are affected by Social Security. This session will explore these and other important issues and will include detailed examples including replies to members’ questions. Access to important online calculators that help you make savvy decisions will also be provided. Bring your spouse, neighbors, friends and work colleagues! You’ll get real answers, much more useful than those from government offices! Family members and prepaid guests admitted at member rate.
| Attend This Meeting and Learn... |
 | See how using investment income early can raise your Social Security benefits |
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| Avoid common mistakes in the benefits-claiming decision
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| Access calculators that aid in making optimal decisions
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| Get straight answers from award-winning retirement-issues professionals
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