Peggy’s Bookkeeping & Tax Service in partnership with New York Life
Four strategies to help maximize lifetime Social Security benefits
As you approach retirement, a key consideration is how to maximize your retirement income. Many question the most appropriate time to start taking their Social Security benefits. There are many factors to consider when determining your benefit timing, including:
- Benefit amounts, including spousal benefits
- Your needs vs. wants
- Working in retirement
- Taxation of benefits, and more
Snacks and Refreshments will be provided. This event is free to the public. Space is limited. Please be sure to RSVP by October 28th at the latest. Look forwad to seeing you there!