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Maximizing Social Security and Retirement Income

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What You'll Learn

  • How to maximize Social Security benefits and how to minimize taxes on them.
  • Strategies to consider before deciding to apply for benefits.
  • What to do if you have other income from pensions or IRAs.
  • What is the future of Social Security and what does it mean to you?
  • When it makes sense to delay benefits - and when it does not.
  • How the wrong Social Security decision can cost you money.
  • How your current employment will affect benefits.
  • How two little-known strategies could increase your family income and survivor benefits.
  • Can you fix your Social Security election if you made a mistake?
  • How cost-of-living adjustments (COLAs) impact benefits.
  • Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.

Featured Speaker

Jared A Levy

Born and raised in Philadelphia and then NYC in his late teens, Jared started from humble beginnings, but was driven to do something special in life — finance was a key catalyst that became a focus very early on. Starting off as a financial advisor, Jared quickly found one of his gifts and passions as a successful options market maker on four different exchanges where he made a name for himself as one of the youngest members of the Philadelphia Stock Exchange and one of the largest traders in the Nasdaq 100 options’ pit during the dot-com boom & subsequent bust.

Changes in the marketplace and the tragic events of September 11th changed the course of his life. Levy sought to shift from trading in the pits to providing smart, comprehensive investment strategies and education for both professionals and main street alike (with a focus on the latter). Over the last 26 years, Jared has worked for some of the top firms and media outlets globally, managing money and risk, while at the same time building a brand around his unique investing, educational, and marketing ideas. In the media, Jared was one of the original cast members of Fast Money on CNBC and has been featured on nearly every major financial news network. He has written two best-selling investment books and can now be seen on Fox News and Fox Business regularly, offering his outlooks and analysis on the economy and capital markets.

When he’s not in the office, he enjoys time with his son, restoring and flying airplanes, enjoy the arts, developing real estate and practicing Brazilian Jiu-Jitsu. He supports and actively participates in causes that help improve his neighborhood and the world around him. By joining PEAK, he has found a home where he can put his experience and ideas to work with a team dedicated to helping America’s overachieving, but often overlooked population segments.

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