Social Security: What You Need to Know to Maximize Your Retirement Income (On-Demand)

Presented by Meld University

Speaker:
Pat Burris, CFP®
Vice President, Corporate and Retirement Plan Services
Meld Financial

Social Security is far more complicated than people expect and using the right filing strategy can mean thousands of dollars of retirement income. Knowing when and how to file for Social Security benefits may also help you determine the best time to retire.

During this 1 hour webinar, we will present strategies aimed to help you:

  • Determine how your benefits are calculated
  • Consider factors to use in deciding when to apply
  • Decide when it makes sense to delay receiving your benefits — and when it does not
  • Coordinate benefits with your spouse
  • See if you can file on your ex-spouse’s, or deceased spouse’s, record
  • Coordinate Social Security with your other sources of retirement income

Join Us for Our Next Meld University Events:

medicare and managing health care expenses in retirement
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties

Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

Navigating the Social Security & Medicare Maze
Navigating the Social Security & Medicare Maze

Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up. Join us on October 25 at the stunning Birmingham Botanical Gardens to hear from our resident Social Security and Medicare specialist Pat Burris. If you cannot attend this in-person event, be sure to sign up... Read more »

Preparing For Long Term Care Expenses in Retirement
Preparing for Long-Term Care Expenses in Retirement

Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.

Articles from the School of Social Security and Medicare:

A reduction in social security benefits symbolized by a dollar sign in front of a down arrow.
5 Factors That Can Reduce Your Social Security Benefits

School of Social Security & Medicare

These 5 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

Medicare prescription drug prices represented by pills lying on top of paper currency.
Medicare to Negotiate Prescription Drug Prices

School of Social Security & Medicare

The Inflation Reduction Act of 2022 includes a provision allowing Medicare to negotiate the prices of certain prescription drugs.

Social security benefits statement being reviewed by a retiree
How Much Income Does Social Security Replace?

School of Social Security & Medicare

Savers often overestimate the impact of Social Security on their retirement plan. This mistake can lead to an underfunded retirement.

Why Meld Financial?

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

We provide independent and objective services melded with customer-driven financial goals.

Mark McGarvey - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman