SAM Webinar- Timing your Social Security Benefits: What Smart Retirees Do Differently

When should you start claiming Social Security? The answer isn’t the same for everyone—and making the wrong decision could cost you thousands in lifetime benefits.

In this educational webinar, SAM Senior Wealth Manager Kimberley Threadgill, CFP®, CDFA®, breaks down what retirees need to know about Social Security timing strategies, potential tax impacts, Medicare considerations, and how to align your benefits with your broader retirement plan.

In this webinar, you’ll learn:

✔️ How to time your Social Security benefits for maximum value
✔️ Income-related Medicare premiums and how they’re calculated
✔️ Key planning strategies for couples, widows, and high-net-worth individuals
✔️ How working with a financial advisor can help you avoid costly mistakes

If you’re nearing retirement this webinar provides the tools to make smarter, more informed decisions.

Want to learn more?
Call Us: 646.854.4370
Email us: info@stansberryam.com
Visit us at: stansberryam.com

Follow us on social media:
LinkedIn: @stansberry-asset-management
X: @StansberryAM
FaceBook: @StansberryAssetManagement