Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in their lifetime. By not understanding the many complex rules surrounding Social Security, you could leave thousands of dollars on the table. This webinar will cover:
- When should I file for benefits?
- What are the advantages and disadvantages of filing at age 62 or deferring to age 70?
- How can I make sure I am taking advantage of available spousal, survivor, or divorced benefits?
- How much of my Social Security will be subject to income tax?
- What potential changes are in store for Social Security and how might they affect my claiming decision?
Presenter: Dan Williams, C.L.U., Ch.F.C., C.F.P.; Senior Partner and Co-Founder, The Dover Group
Dan Williams graduated from Babson College with a triple major in finance, investments, and entrepreneurial studies. Dan is a Certified Financial Planner, a Chartered Financial Consultant, and has been named one of Boston’s top financial planners by Boston Magazine. He is a frequent speaker to corporate, higher education, and senior organizations, and teaches several adult education courses in the Greater Boston community.
MIT is committed to providing an environment that is accessible and inclusive for individuals with disabilities. If you need a disability-related accommodation for this event, please email worklife@mit.edu.