This course provides fundamental working knowledge
of the Social Security benefit program as it applies to
retirement planning. You will gain access to information
that will address the complexities of navigating the system,
the potential cost of planning mistakes, common benefit
decision scenarios, the treatment of inflation and taxes,
and so much more.
This is not a financial sales seminar; this is a financial
course of study where you will leave with the knowledge
that can help you make sound decisions about your Social
Security benefits.
- The complexities of the system and why it’s crucial to make the right claiming decisions.
- The role Social Security plays in your overall retirement income.
- The monetary consequences and benefits of claiming early versus delaying.
- The key spousal decisions and benefits surrounding marriage, divorce, and death.
- How your benefit is structured to help combat inflation but potentially adds to your tax liabilities