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    January 7, 2021
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Making the Most of Social Security A TMB Financial Solutions Financial Services Insurance Wealth Management This Complimentary course will review the important benefit filing rules that determine the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. You will learn: OWhen you are first eligible to collect benefits and how the age at which you apply will affect the monthly amount. How current employment will impact your ability to collect benefits. How to coordinate social security benefits with pension and IRA assets on a tax efficient basis. How savvy retirees have increased their annual social security benefits. It is critical that you act now and get this important information before it is too late. Now is not the time to sit on the sidelines. How spousal, survivor, and divorced spouse benefits work. Ways to optimize your benefits while collecting a survivor benefit. To register for the webinar visit tmbfs.com or call our office staff at 203.783.5746 or 203.599.7507 The effect of remarriage on survivor benefits for widowed and divorced spouses. Tuesday, January 19, 2021 at 6:30 p.m. Thursday, January 21, 2021 at 6:30 p.m. When to leverage strategies that will maximize your benefit while collecting from a former spouse. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Infinex and The Milford Bank are not affiliated. Products and services made available through Infinex are: Not Guaranteed by the Bank Not FDIC Insured Not a Deposit Not Insured by Any Federal Government Agency May Lose Value including Loss of Principal Making the Most of Social Security A TMB Financial Solutions Financial Services Insurance Wealth Management This Complimentary course will review the important benefit filing rules that determine the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. You will learn: OWhen you are first eligible to collect benefits and how the age at which you apply will affect the monthly amount. How current employment will impact your ability to collect benefits. How to coordinate social security benefits with pension and IRA assets on a tax efficient basis. How savvy retirees have increased their annual social security benefits. It is critical that you act now and get this important information before it is too late. Now is not the time to sit on the sidelines. How spousal, survivor, and divorced spouse benefits work. Ways to optimize your benefits while collecting a survivor benefit. To register for the webinar visit tmbfs.com or call our office staff at 203.783.5746 or 203.599.7507 The effect of remarriage on survivor benefits for widowed and divorced spouses. Tuesday, January 19, 2021 at 6:30 p.m. Thursday, January 21, 2021 at 6:30 p.m. When to leverage strategies that will maximize your benefit while collecting from a former spouse. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Infinex and The Milford Bank are not affiliated. Products and services made available through Infinex are: Not Guaranteed by the Bank Not FDIC Insured Not a Deposit Not Insured by Any Federal Government Agency May Lose Value including Loss of Principal