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Making the right choices on how and when to access your social security benefits is more important than ever, considering the current volatility of other assets and the unexpected losses experienced by many people. Learn how to get the most from this significant piece of the retirement puzzle and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans. We will also review recent changes in benefits and special planning considerations for self-employed individuals.
Richard Belofsky CLU,® ChFC,® CFP® has more than 30 years of experience in financial services. An Arlington resident and Five-Star Wealth Manager recipient, he is a Certified Financial Planner® and financial advisor with The Bulfinch Group LLC.
Richard Belofsky
