"Members Only" Breakfast Meeting: Social Security Timing and Taxation

Date: Wednesday, January 13, 2016
Time: 8:00am - 9:00am
Location: U.S. Trust Offices, One Gorham Island, Westport, CT 06880
Speaker: Nahum Daniels, CFP®, RICP®

We are pleased to announce that Nahum Daniels, CFP®, RICP®, will be the guest speaker and will talk about the "Social Security Timing and Taxation - Take at 62 or Delay to 70:  How to Advise Our Clients?” at our “members only” breakfast meeting on Wednesday, January 13, 8:00 a.m. to 9:00 a.m., at the U.S. Trust Offices located at One Gorham Island, 2nd Floor, in Westport.

Nahum Daniels is an insurance specialist and wealth advisor who has counseled affluent retirees and their families in Fairfield County since 1986.  A graduate of Brandeis University, Nahum is a Certified Financial Planner® practitioner and Retirement Income Certified Professional® who holds a Certificate in Taxation from New York University.  An investment Advisor Representative and General Securities Principal, he specializes in retirement portfolio management and estate planning.  He is a member of our Estate Planning Council of Lower Fairfield County.

Nahum’s presentation on Social Security Timing and Taxation will cover:  

  • Structure and purpose of the program begun under FDR.
  • The key retirement risks.
  • How the worker, spousal and survivor benefits interact for claiming purposes.
  • Surprisingly tax-advantaged at all income levels.
  • Interaction with other retirement assets.
  • The “switch” strategies before the Bipartisan Budge Act of 2015.
  • The changes going into effect and the rapidly closing window of opportunity.

Please click on the document link below for registration details.

Related Document(s):

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