Lockwood Wealth Management of Raymond James will be joined by a Social Security expert to outline strategies for maximizing your Social Security benefit. They will discuss ways to maximize your benefit, how different claiming strategies can impact your spouse, and how getting more income from Social Security can reduce your taxable income in retirement. Case strategies of multiple common scenarios will be discussed to demonstrate the change in your benefit based on the time you start claiming.
Each attendee will have the opportunity to receive a complete analysis of their individual situation in a follow-up conversation.