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    Getting ready for retirement can quickly feel overwhelming and confusing – but it doesn’t have to be. You deserve an expert advisor by your side who will help you feel relaxed, prepared, and energized each step of the way. That’s where we come in. You tell us what you want from your financial freedom. We take care of the rest with Smart Advice. Clearly. Simply.

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    Getting ready for retirement can quickly feel overwhelming and confusing – but it doesn’t have to be. You deserve an expert advisor by your side who will help you feel relaxed, prepared, and energized each step of the way. That’s where we come in. You tell us what you want from your financial freedom. We take care of the rest with Smart Advice. Clearly. Simply.

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    Getting ready for retirement can quickly feel overwhelming and confusing – but it doesn’t have to be. You deserve an expert advisor by your side who will help you feel relaxed, prepared, and energized each step of the way. That’s where we come in. You tell us what you want from your financial freedom. We take care of the rest with Smart Advice. Clearly. Simply.

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Date

Oct 22 2020
Expired!

Time

11:00 am - 12:00 pm

Savvy Social Security Planning [10/22]

Social Security can be far more complicated than people realize. The decisions your clients make now can have tremendous impact on the total amount of benefits they receive over their lifetime.

This one-hour workshop will acquaint CPAs and attorneys with rules and strategies for claiming Social Security benefits. An emphasis will be placed on coordinating the various types of benefits (retirement, spousal, and survivor) in order to maximize benefits over a client’s lifetime.

After completing this course, you will know:

  • How Social Security benefits are calculated
  • Factors clients need to consider when deciding when to apply for benefits
  • Illustrations of lifetime income streams based on claiming ages and breakeven analyses
  • How widows and widowers can coordinate survivor benefits with their own retirement benefit to maximize income
  • Ways to minimize taxes on Social Security benefits
  • How to coordinate Social Security with other sources of retirement income

 

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Mishawaka, IN 46545-8803
 

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Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

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