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Understanding Your Social Security Benefit Options

April 30 @ 6:30 pm - 8:30 pm


Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income.

– How to properly file for Social Security Benefits
– Maximize the amount you are eligible to receive
– How to avoid the most common mistakes when claiming benefits
– Positioning assets to minimize or avoid paying taxes on Social Security
– How to claim a spousal benefit, even if divorced
– How working while receiving Social Security affects benefits
– How Social Security is taxes
– How to determine which claiming strategy is best for you
– What is the future of Social Security and what it means to you
– How cost-of-living adjustments (COLAs) impact benefits
– When it makes sense to delay benefits and when it does not
– What to do if you have other income from Pensions or IRAs


Middendorf-Kredell Branch
2750 Hwy K
O'Fallon, MO 63368
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