social security planning center

Register for the webinar!

Join us for this complimentary educational presentation with RSSA® David Westgate and discover how Social Security fits into your overall retirement roadmap.

Included With Your Registration

  • FREE On-demand Webinar
  • Complimentary Social Security Consultation
  • Retirement Planning Checklist
  • Educational Resources

How Much Could Your Claiming Decision Affect Your Lifetime Benefits?

The difference between claiming at different ages could amount to tens or even hundreds of thousands of dollars over your lifetime!

social security graph

Your Social Security claiming decision is one of the most important financial choices you’ll make in retirement. Claiming too early—or without understanding all of your options—could significantly impact your lifetime benefits and potentially affect spousal and survivor benefits as well.

During this presentation, you’ll learn:

  • How Social Security benefits are calculated.
  • The differences between claiming at age 62, Full Retirement Age, and age 70.
  • How continuing to work may affect your benefits.
  • Strategies that may help maximize your lifetime benefits.
  • How spousal and survivor benefits work.
  • How Social Security coordinates with Medicare and your overall retirement income plan.
  • Common claiming mistakes and how to avoid them.

Webinar

Reserve your seat for our educational webinar.

Consultation

Schedule your complimentary consultation.

Checklist

Download your checklist for applying for Social Security.

Resources

Get educated on how to maximize your benefits.

Ideal Retirement Roadmap is not a government agency. We are not affiliated with or endorsed by the Social Security Administration or any other government agency.