General Session 4: Social Security Strategies in Retirement Planning presented by Doug Lemons, retired as Deputy Assistant Regional Commissioner from the SSA
Social Security represents a very significant place in providing a sustainable source of income throughout retirement. It has become increasingly important in retirement planning, especially considering the increased longevity of the population along with the decline of defined benefit plans in our society. According to the Social Security Administration, almost seventy-four percent of workers start taking benefits prior to full retirement age. This is often not the most advantageous decision.
Mr. Lemons’ presentation discusses the various options of when to start claiming Social Security. He talks about filing strategies for individuals, couples and surviving spouses. The discussion includes situations in which other family members are eligible for benefits based on the worker’s record, and when the worker is eligible for more than one type of benefit. A variety of examples and case studies are used to illustrate filing strategies.
FPA of Michigan 2012 Annual Fall Symposium will be held October 4th and 5th at The Inn at St. John’s in Plymouth.
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