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WELCOME! Lifelong Learning Starts Here! > Business & Money Matters

Savvy Social Security for Boomers   

Whether you're one, five or more years from retirement...single, divorced, widowed or a couple...Social Security represents a key element of your financial plan. Understanding when and how to take your benefits will affect the maximum benefit you are entitled to and have a great impact on your overall retirement income strategy. To help baby boomers better understand the Social Security system, this course will cover:

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to choose and maximize your survivor benefits
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income
  • Introduction to our proprietary Social Security Planning program which provides various claiming scenarios

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