Social Security Benefits

This course offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits. It is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether married or single, upon completion you will know how to properly file for your Social Security benefits and choose the best filing option for your circumstances. You will also earn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved,

This course includes:

  • How to properly file for Social Security benefits
  • Maximize the amount you are eligible to receive
  • How to avoid the most common mistakes people make when claiming their benefits
  • Optimize your assets to minimize or avoid paying taxes on your Social Security benefits
  • How Social Security is taxed
  • How to determine which claiming strategy is best for you
  • How to claim a spousal benefit, even if you are divorced

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