Learn the key strategies that you need to maximize before you collect Social Security
With Your Host – Zach Carothers
Next available online class:
✅ This Tuesday @ 11am (CST)
This can be a popular online class and space is limited. Grab yours now and we will see you there!
What you'll learn:
✓ How Social Security works
✓ How Social Security benefits are calculated
✓ Work toward improving your benefits (including spousal/survivor benefits)
✓ The impact of claiming your benefit early versus delayed claiming
✓ Key considerations for couples
✓ Benefits for children
✓ Tax implications of Social Security (and how to mitigate taxes on your benefit)
✓ How to coordinate your benefit with other retirement savings (i.e. 401(k), IRA, pension, etc.)
✓ Common mistakes and how to avoid them
✓ And more
Learn the exact steps you need to take to maximize your Social Security benefit!!
Register Now!Common Social Security Myths
Social Security will be a major source of retirement income
I should wait as long as possible to claim by Social Security benefits
Social Security income isn't subject to taxes
Learn more about these common myths by registering above.
Your Host:
Zach Carothers
Financial Advisor
Zach Carothers works alongside his industry veteran colleague, James Rockwell. James has been in the finance business for 25 years and Zach has personally been advising his clients for just over a year. Zach has a passion for helping people transition from their "accumulation phase" of life into their "distribution phase" of life.
Zach's goal is to help each person he speaks with optimize their social security benefit. His priority is to help you have confidence and clarity around your retirement income.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.