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In order to plan for retirement, you or your clients must know the sources and amounts of income needed to meet realistic retirement goals. Join us for the latest advice on how to maximize benefits from Social Security, Medicare, IRAs, 401(k)’s and other qualified plans.
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7/21/2015
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When:
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Tuesday from 9:00 AM until 12:30 PM
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Where:
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York County Bar Center 137 E. Market St. York, Pennsylvania 17401 United States
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Presenter:
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PBI
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Contact:
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Cheryl Kauffman
cheryl.kauffman@yorkbar.com
717-854-8755 x203
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« Go to Upcoming Event List
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In order to plan for retirement, you or your clients must know the sources and amounts of income needed to meet realistic retirement goals. Join us for the latest advice on how to maximize benefits from Social Security, Medicare, IRAs, 401(k)’s and other qualified plans. Guy Matthews, an experienced estate planning attorney, financial planner and life insurance underwriter, will pack this 3-hour seminar with clear, concise information and show you how and when to claim your benefits and take distribution of IRAs and other accounts. He'll zero in on specific options for devising a successful retirement plan. You'll discuss a variety of claiming options for married couples to enhance their retirement income such as: maximizing lifetime benefits, delaying spousal benefit until full retirement, tapping into surviving spouse benefits, taking advantage of voluntary suspension, working while receiving benefits and considering divorce.
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