Maximizing Social Security

Maximizing Social Security

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Advance planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.


Udvar Hazy School of Business (near 400 S. 1000 E.) Room: 121 225 S. 700 E. St. George, UT 84790 


Schedule a Call
close slider


The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for the 2024 tax year.