Maximizing Social Security

When to apply, how your age affects your benefit, and how spousal and survivor benefits work.

What You Will Learn

This course will address the following topics:

When your benefits may begin, & how the age you apply will affect the amount you receive.
How to maximize Social Security benefits and minimize the taxes you pay on them.
Five important factors to consider when deciding when to apply for benefits.
How the wrong Social Security decisions can impact your life savings.
Can you fix your Social Security selection if you made a mistake?
How your current employment will affect benefits.
How spousal, survivor, and divorced-spouse benefits work.
What to do if you have other income from pensions or IRAs, too.
When it makes sense to delay benefits – and when it does not.
How to create a “do-it-yourself” personal pension.
How cost-of-living adjustments (COLAs) impact benefits.
Investment strategies that could potentially help generate income in retirement.

Choose a date

Attendance requires pre-registration.

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