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Wealth Management

  • Paul Spring 7116 Fort Hunt Road Alexandria, VA, 22307 United States (map)

Social Security and RMD’s: At age 60, retirement planning tends to get a bit tricky. This is the earliest age widows and widowers are eligible for survivor Social Security Benefits. At 62, you become eligible for reduced retirement benefits. Somewhere between 65 and -67, you can claim full benefits. At age 70, your benefits wills stop increasing. Meanwhile, at age 70 1/2, the government requires you to start taking distributions from pre-tax retirement accounts. This class will walk you through the maze that is, Social Security retirement income planning and the best strategies for how and when to take Required Minimum Distributions. It will also cover the domino effect these decisions can have on your taxes, Medicare and overall retirement plan.

 

 

Earlier Event: September 7
Live Well With Legacy
Later Event: September 11
Chair Yoga & Mindful Meditation