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When Do You Want to Retire?

How do Social Security benefits impact your decision about when to retire?

At this presentation you will learn:

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • Two innovative strategies for coordinating benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Decisions you make today can have a tremendous bearing on the total amount of benefits you recieve over your lifetime. Don’t miss this valuable presentation designed to educate and insight the public about Social Security Retirement Income Planning!

To register, complete the form below, or call Jennifer at (319) 266-2397.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
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