Looking for information on how to plan for retirement?
A Temecula-based financial planning company is offering some suggestions during a free workshop titled “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income," which has been scheduled for 6:30 p.m. Wednesday, Jan. 15, at the Temecula Public Library.
Dubots Capital Management, which has organized the event, says questions to be addressed will include:
Will Social Security be there for me?
How much can I expect to receive?
When should I apply for Social Security?
How can I maximize my benefits?
Will Social Security be enough to live on in retirement?
According to Dubots, the workshop will cover:
Five 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
How to coordinate benefits with your spouse
How to minimize taxes on Social Security benefits
How to coordinate Social Security with your other sources of retirement income
Seating is limited and reservations are recommended. Individuals may reserve space by calling Dubots Capital Management at (951) 699-1502.
Temecula Public Library is located at 30600 Pauba Road.