Social Security and Retirement Income Planning Online Live
Personal Finance
$39
Students can expect to learn:
- Social Security basics: eligibility, benefits, claiming
- Claiming strategies: optimal retirement age, spousal benefits
- Earnings limits: impact on benefits, tax implications
- Survivor and disability benefits: eligibility, considerations
- Coordination with other retirement income sources
- Social Security statements: how to access and understand
- Filing options: online, in person, and by phone
- Taxation of Social Security benefits
- Maximizing lifetime benefits: delay vs. early claiming
- Family benefits: spouse, dependent, and survivor benefits
- Social Security changes: updates and adjustments
- Personalized retirement income planning strategies
Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.
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