​Before you file for Social Security benefits, watch this webinar! Learn the best strategies for those seeking to maximize Social Security benefits and file correctly. We provide resources and explanations for various Social Security situations.​ ​Our 40 min comprehensive webinar is exactly what you need to prepare for your eventual retirement!  

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Social Security is the foundation your retirement income is based on, let’s make sure you get it right. 
Wait to file for your benefits until you have participated in this webinar.

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Here’s just some of what you will learn in our webinar:

• Know if you should file at 62, 67, or 70 - Everyone is different!
• Learn about Delayed Credits and  increase monthly benefits by 8%

• Maximize benefits for divorced spouses, widows, and widowers
• Implications of collecting benefits while working

• Will your Social Security be taxed? We can reduce or eliminate future taxes
• Start planning today for new Required Minimum Distribution rules

• See how we build long-term sustainable income plans
• Mitigating stock market risk while still providing growth on the asset

You've contributed to Social Security your entire professional career. Now it’s time to make educated decisions to ensure you receive the most out of your Social Security benefits. 
 
Our educational retirement webinar takes a holistic approach to help you prepare for your inevitable retirement.  Social security maximization is just one part of what you will learn.  Reducing taxes, managing assets, reducing risk, retirement income planning, Roth IRA conversions and living a tax-free retirement is what you will learn from our licensed fiduciary and financial planner, Marc Montini. 
 
Working with Marc Montini and Montini and Company Tax Advisory Group you will position yourself for the best retirement you’re trying to achieve.  You will see where your retirement income will come from, that it is sustainable for your entire retirement and that it is being taken in the most tax efficient manner possible.  You will learn all of this in our retirement webinar.  We’re confident our financial webinar will help you in this retirement journey.

*Please note that nothing will be sold at this webinar.  All information is educational only. Montini &Co Tax Advisory Group is not affiliated with the Social Security Administration or any other government agency.