NMEPC October Meeting: Savvy Social Security

Savvy Social Security with Brad Yablonsky of RBC Wealth Management

The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. They've probably paid Social Security tax for decades. In fact, almost all of us pay-in every time we get a paycheck, yet most of us don't really understand how the system works. There are hundreds of different ways to claim, and people are leaving money on the table due to lack of education. This presentation bridges the information gap and allows for informed, educated decision making.

Topics covered include:

• When to start taking Social Security
• How much you can expect to receive
• How COLAs (Cost of Living Adjustments) affect your benefits
• The ramifications of marriage, divorce and benefits for surviving spouses
• Strategies implemented to maximize benefits
• The changes based on Congress' new “Social Security Fairness Act”
• Taxes and tax planning specific to Social Security
• How to align Social Security with the other puzzle pieces of retirement

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