Lunch and learn: Financial wellness

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Date/Time:Tuesday, 16 Feb 2016 from 12:00 pm to 1:00 pm
Location:Pioneer Room, Memorial Union
Cost:Free
URL:http://learn.iastate.edu/IowaSU/site/
Contact:Dawn Shedarowich
Phone:515-294-4820
Channel:University Human Resources
Categories:Meetings, receptions
Actions:Download iCal/vCal | Email Reminder
"Incorporating Social Security Into Your Retirement Strategy," Brian Hood, Legacy Financial Group. Register online through Learn (at) ISU.

With hundreds of ways to take your Social Security benefit, strategy and planning is vital to choosing the optimal time to begin your benefit. You may need to look at a variety of scenarios before making your decision.

Let us help you answer questions, such as:
-- When am I eligible for Social Security benefits?
-- Should I continue to work?
-- Should I delay taking my benefits?
-- What are spousal benefits, and do I qualify for them?
-- What does the term "claim and suspend" mean?
-- Is my benefit taxable?

Of special note: If you are reaching age 66 by April 30, 2016, some of your options may go away effective that date. It is important