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Social Security

  • At Stangier Wealth Management Office Building 9955 Southeast Washington Street, Room 220 Portland, OR 97216 (map)

Social security is far more complicated than most people realize.  Learn how to maximize your benefits.  What should you consider when applying for benefits?  We will cover strategies for coordinating benefits with your spouse and cover the rules for how spousal, survivor, and divorced spouse benefits work.  We will also discuss when it makes sense to delay benefits and when it doesn’t.  Did you know your social security could be taxable?  The decisions you make today can have a tremendous impact on the total amount of benefits you receive over your lifetime.

This class has been cancelled. 

Earlier Event: January 21
Myths of Investing
Later Event: February 19
Myths of Investing on 2/19