Social Security Timing: When to Claim and How It’s Taxed
A free, live Social Security webinar with Mary Garza for Belton and Central Texas. Learn how claiming age, your spouse and your taxes fit together before you file.
Dates
No date is set yet. Leave your details and we will email you as soon as the next webinar or seminar is scheduled.
What You Will Learn in 45 Minutes
- Claiming at 62, 67 or 70: what changes and for how long
- Spousal and survivor benefits
- How Social Security is taxed, and how IRA withdrawals affect it
- Common claiming mistakes and the one-time do-over
Anyone within a few years of claiming, married couples coordinating benefits, and recent retirees.
Meet Mary Garza
“I love meeting and helping people make confident decisions about their retirement.”
Mary keeps current with regulations, taxation and the economy to give clients useful information that helps them reduce taxes and get the most from Medicare and Social Security.
Webinar & Seminar FAQ
Should I bring my Social Security statement?
It helps. You can download it from your my Social Security account at ssa.gov, but it isn’t required.
Is it really free?
Yes. There’s no cost to attend and nothing to buy.
How do I join?
After you register, we’ll email you a link. You can join from a computer, tablet or phone, and we’ll send a reminder before we start.
Will there be a recording?
[Confirm: we’ll email the recording to everyone who registers.]
Can I ask about my own situation?
We’ll take general questions live. For advice specific to you, book a one-on-one consultation with Mary.
Ready to get your Social Security roadmap in order?
Select your preferred session at the top of the page and reserve your free seat in under 60 seconds.