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Social Security’s Do’s and Don’ts

Tuesday, September 13, 2016 @ 4:00 pm - 6:00 pm

social-securityFive things can boost your Social Security income over your normal benefit if you plan now. Join us for an informative discussion and learn how to avoid the small mistakes that could result in lost benefits. The class will focus on how to possibly increase your Social Security income by as much as 25%, reduce taxes on your Social Security income, and protect yourself from changes Congress could make. Consult with a financial expert if you have inquiries about your financial health. Financial advisors may help you manage your financial assets and manage your debts to avoid bankruptcy.

Learn to strategically increase Social Security income by integrating with retirement savings using IRS Rev Ruling 68-24 and maximize Social Security income for both you and your spouse using SSA Pub. 05-10069. Should you file in person or online? The answer may surprise you!

Dan Rudski is a registered and licensed financial consultant who has owned and operated a tax business since 2005. Dan is also a Lourdes University alumnus.

Instructor: Dan Rudski
Tuesday, September 13 (meets once) from 4 to 6 p.m.
Cost: $20 members; $32 non-members

To register for Lifelong Learning classes and review the entire list of fall 2016 classes, visit www.lourdes.edu/lifelong, email lifelong@lourdes.edu or call 419-824-3707.

Registration may be made by credit card or check. Checks should be made payable to Lourdes University and mailed to: Lourdes University Lifelong Learning, 6832 Convent Blvd. Sylvania OH 43560.

Sponsored by Lourdes University Lifelong Learning Program.

Details

Date:
Tuesday, September 13, 2016
Time:
4:00 pm - 6:00 pm