Most retirees claim at the wrong time, miss spousal strategies, and overpay in taxes — permanently reducing what they're owed. This free webinar shows you exactly how to fix that.
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⚠ Seats are limited. Registration closes at capacity.
The Problem
Most Americans make their Social Security claiming decision without fully understanding the lifelong consequences. Claim at the wrong age, miss a spousal strategy, or ignore the tax implications — and you could be shortchanging yourself by $100,000 or more over your lifetime.
The rules changed. The stakes are higher in 2026 than ever. And the window to plan correctly is closing if you're approaching retirement age.
What You'll Discover
Understand exactly how your birth year affects your Full Retirement Age — and the hidden cost of claiming even 12 months too early.
How to coordinate benefits as a couple to maximize lifetime household income — including what divorced spouses are often entitled to.
The earnings test rules for 2026 — know exactly how much income you can earn before Social Security starts withholding benefits.
When your benefits are taxable, when they're not, and how smart withdrawal sequencing can protect a larger portion of your check.
The new COLA, updated taxable earnings limits, and revised earnings test thresholds — and how they affect your personal plan.
How to think through your own situation — and how to leave with a clear next step. Attendees will have the opportunity to book a private 1-on-1 session to get their specific questions answered.
What's New
The maximum earnings subject to Social Security tax rises to $184,500 in 2026 — up from $176,100.
If you're under FRA and still working, you can now earn up to $24,480/year before benefits are reduced.
A 2.8% cost-of-living adjustment takes effect in 2026 — learn how to factor this into your retirement income plan.
If you attain Full Retirement Age in 2026, the exempt earnings amount rises to $65,160/year.
Reserve Your Spot
This is a live, interactive session — not a recording. Space is limited to ensure every attendee gets their questions answered.