Social Security Strategies for Investors with Over $500K in IRAs, 401(k)s, or 403(b)s
Discover how Social Security timing affects your health insurance costs before age 65, why the 2034 trust fund depletion changes your decision, and how variables like your retirement account balances and family longevity determine your optimal strategy.
Tuesday, January 20 | 12 PM or 6 PM
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People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
Topics We'll Cover
Discover how these factors will impact you, your family, and your legacy
Your Health Insurance Costs
How Social Security timing affects premiums before Medicare and the income cliff to avoid.
Your Tax Strategy
Coordinating claiming age with retirement account withdrawals to potentially minimize what you pay in taxes.
Your Benefit Security
Understanding the 2034 trust fund depletion and what it means for your claiming strategy.
Meet Your Speaker
Learn from a Forbes Best-In-State Wealth Advisor
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.