When to file for Social Security benefits may be one of the most important retirement decisions made.  Choosing the wrong filing strategy can cost tens of thousands in Social Security benefits that are owed.  In this presentation, Krista McBeath will cover the filing options and implications.  This is the basic information needed when analyzing social security options and when to file as part of the bigger retirement planning picture.

For more information, questions or a more personalized social security plan, contact McBeath Financial Group in Normal, IL.

Originally presented in front of a live audience at Illinois Wesleyan University in Bloomington, IL as an official Money Smart Week event, May 4th 2016.

 

Krista McBeath is not an employee of the Social Security Administration. Fee-based financial planning and investment advisory services are offered by McBeath Financial Group, a Registered Investment Advisor in the State of Illinois. Tax preparation and insurance products are offered through McBeath Tax and Financial Services, LLC. McBeath Financial Group and McBeath Tax and Financial Services, LLC