The Social Security system is overwhelming and there are plenty of new rules. Learn about the various Social Security benefits and how to create collection strategies that will help you to maximize your lifetime income. Learn how to coordinate benefits with your spouse and about the lessor known benefits for widows. Learn when it makes sense to delay benefits – and when it does not. Finally, understand the taxation of benefits and how much you can expect to receive if you collect early.
BENEFITS
Earn 2 CPE credits in specialized knowledge.
HIGHLIGHTS
Get the answers to your questions
- What changed recently?
- How much can I expect to receive?
- Should I take Social Security early or wait until my full retirement age?
Learn to identify the best available Social Security benefits
- New rules around spousal benefits
- Survivor benefits
- New rules around divorced spouse benefits
- When it makes sense to delay - and when it does not
Learn how to create collection strategies which optimize lifetime benefits including:
- Coordinating benefits with your spouse
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Early birds save $15 - late fee after 12/11- Season Pass holders must register for each event.