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Social Security: Your Guide to Optimal Filing

In this webinar, we’ll cover the basics of Social Security, how it works, how it is taxed, when is the optimal time to file, will it even be there when you retire, and more…

What You Will Learn

  • Will Social Security be here when you retire?
  • What influences your optimal age for filing?
  • How will Social Security affect how much you pay in taxes?

Description

Filing for Social Security at the wrong time can cost you hundreds of thousands of dollars over the course of your retirement. Don’t let anyone tell you there’s only one right way to file either. Many factors go into this critical retirement decision. 

In this webinar, we’ll cover the basics: How does Social Security work? How much can you expect in benefits? How is Social Security taxed? Will you even have any Social Security benefits when you retire? And, most importantly, how do you decide the best age to file for yourself?

Speakers:

Paul Winkler

ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®

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Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.

After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”

Paul’s differentiated approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.