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What Baby Boomers Need to Know About Social Security in 2023!

Social Security claiming decisions aren't as simple as they may appear. The decisions you make for yourself can impact your spouse, your future taxes, and even the bite Medicare premiums take from your Social Security benefits.

Did you know that one couple could have up to 18,000 ways to claim? And, most decisions are irreversible after 12 months. And, there’s more at stake than individual benefits!

Is Social Security really going bankrupt? Will it be there for you when you need it? What is the outlook for Social Security? What factors should you consider when you claim?

Are you really penalized for working when you receive Social Security? The answer may surprise you!

Do you know what provisional income is… and how it affects your tax bill in retirement?

Ready to do some homework BEFORE you make your decisions? You’re in the right place! I’ve created an on-demand webinar, What Baby Boomers Need to Know About Their Retirement Income. It’s all about Social Security and the changes for 2023.

Invest an hour now; it may be one of the best investments you’ve made.

Enjoy!

Jim

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Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.
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Jim's Money Blog

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