In retirement planning, being well-informed is important, especially regarding Social Security benefits. The choices you make on how and when to claim these benefits are among the most significant financial decisions of your lifetime. Staying updated on new legislation, including time and age restrictions, can save you thousands of lost benefits.
What You’ll Learn:
•Recent legislative changes to Social Security benefits.
•The prohibition on the Social Security Administration from advising on claim filing.
•Strategies to maximize Social Security payments.
•Methods to reduce or eliminate taxes on your Social Security benefits.
•The impact of working on your benefits and their taxability.
•How certain earnings and pensions could affect your benefits.
•Special strategies for married couples, divorced individuals, and widows/widowers.
•Understanding and planning for the retirement income gap.
Designed for adults at a stage where complex decisions have profound impacts, this enlightening class will help you avoid common mistakes and make informed choices about your Social Security benefits.