Timing Your Social Security Benefits: What Smart Retirees Do Differently
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.