Social Security Claiming and Retirement Income: Make Informed Choices for the Years Ahead
Ken Jilek presents a practical, easy-to-understand, talk on Social Security claiming and retirement income planning. He explains how claiming age can affect monthly benefits, why married couples should consider their decisions together, and what divorced-spouse, survivor, and working-while-claiming rules may mean for a household. Attendees learn questions to ask, records to review, and steps to take before filing.
Ken also explores the risk of running out of retirement savings and how withdrawal rates can affect how long a portfolio may last. Using historical examples, he illustrates why market conditions and the timing of withdrawals matter when planning retirement income. His goal is to help people make informed decisions with greater clarity and confidence. His presentations are educational; he is not affiliated with or endorsed by the Social Security Administration.
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Dallas-Fort Worth and virtual presentations nationwide.
Ken Jilek, RSSA®, CLTC®
Owner, Help SSA
Financial SpeakerKen Jilek helps individuals and couples make sense of Social Security before they make a decision that can shape retirement...
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