Treece Talk: Savvy Social Security Claiming Strategies

Treece Talk: Savvy Social Security Claiming Strategies

Hosted by David Treece, AIF®, MBA

Presented by Treece Financial Group in partnership with Jewish Community Services of South Florida

Broadcast via Zoom & Facebook Live

You have questions:

• How much can I expect to receive from Social Security?
• Why does it matter when I apply? And when should I do it?
• Do I have to actually retire to get benefits?
• Will Social Security even be there for me?

In just 30 minutes, we’ll cover:

• How to decide when to collect your benefits.
• How to coordinate benefits with your spouse.
• The Social Security options available to divorcees.
• How the death of a spouse affects your Social Security benefits.
• How work affects your benefits.
• How your benefits are taxed—and what you can do about it.

You need to know:

• How to avoid making a poor (and almost irreversible) Social Security claiming decision.
• The huge impact of survivor benefits on smart claiming decisions.
• How recent legislative changes may have impacted your strategy.
• What to do if you were counting on a claiming strategy that’s no longer available.

Team Treece is dedicated to looking out for all aspects of your financial well-being, not just managing investments. Our values-based approach is well beyond what many larger banks and financial service institutions are able and willing to provide.