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Social Security for Women: Your Strategic Guide to Maximizing Social Security BenefitsMoney MattersDid you know that women face unique challenges when it comes to maximizing their Social Security benefits? Understand key Social Security provisions like: • How to qualify for spousal and survivor benefits off your husband's record • Increasing your payments by delaying claims as long as possible • Managing the earned income limits if you continue working • Collecting on your ex-spouse's record after divorce • Minimizing taxes on your Social Security income in retirementFall 2024
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Starting SoonTaxes in RetirementMoney MattersIn retirement, your tax rate may vary widely over the years based on the timing and order. Learn about the following: The critical tax question you must answer BEFORE retirement What the Social Security “tax trap” is and how you can avoid it Why tapping assets in the wrong order can trigger higher Medicare premiums The four stages of retirement and important tax actions in each stage Mistakes to avoid when it comes to your investment portfolio, health care, and estate.Fall 2024