Social Security Benefit Options

Course Description

Social Security Benefit Options

What you will learn

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains a major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

• How to properly file for Social Security benefits
• How to maximize the amount you are eligible for
• How to avoid common mistakes people make when claiming their benefits
• How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
• How much income you can make and still draw Social Security
• How Social Security is taxed
• How to file and restrict benefits
• How to claim a spouses benefit even if divorced

This workshop is strictly informational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.