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Tuesday
Oct 28, 2014 		Social Security Strategies
– Max's Fanno Creek Brew Pub

Social Security benefit strategies are like finger prints. Everyone s strategy is different. The Social Security personnel will not provide guidance for your benefit issues. Rick will explain some of the things you should understand and consider when applying for your Social Security benefits.

What is:

Early Retirement Age
Full Retirement age
Deferred retirement age (credits)
Spousal Benefits

What other factors should be considered when choosing to accept Social Security benefits.

How does continuing to work affect your benefits?
What about other income sources?
Life expectancy versus total benefits received.
The effects of inflation

Questions and answers

Meeting notes are downloadable at: http://occa.org/files/SSNotes.pdf

Agenda:

6:00--6:20 Networking
6:20--7:00 No-host dinner
7:00--7:30 Introductions and announcements
7:30--8:30 Main Presentation (followed by Q&A):
Website