The Social Security decision is one of the most important decisions you will face about your retirement – a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income.
As you approach retirement, you are likely to face a host of decisions that could significantly impact your financial future. One of the critical decisions you’ll make is filing for your Social Security benefits, a choice that plays an important role in your broader retirement income plan.
Social Security is designed to provide older Americans and disabled persons with a portion of the financial support needed to cover essential retirement expenses. The program offers many benefits,
• Lifetime retirement income
• Payments indexed for inflation
• Certain spousal and survivor benefits
• Preferential tax treatment
About the presenter
Doug Ewing, JD, CFP®, RICP, started his career with Nationwide® in 2019 with more than 16 years of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating advisors, clients, plan sponsors and plan participants about the latest in retirement income solutions.
This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Waddell & Reed does not offer tax or legal advice. Please consult with a professional regarding your personal situation. Waddell & Reed is not affiliated with Nationwide. (12/20)
Date and Time
Wed, Jan 13, 2021
5:00p - 6:00p MST
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