Maximizing Social Security

Course Description

Maximizing Social SecurityUtilizing an appropriate claiming strategy for Social Security can dramatically increase your odds of having a successful retirement. With over 81 different ways for a married couple to claim benefits, it can be a complex and complicated endeavor.



This course breaks down the rules for claiming benefits, including:

  • How to maximize
  • Working while claiming
  • Spousal and widow benefits
  • Do-Over options
  • Taxation
  • Restricted Application for Spousal Benefits Only

What You Will Learn:

  • How to integrate Social Security with your Retirement Plan
  • Spousal Benefit Strategies
  • "Rat Holes” and how to avoid them
  • Taxation of Benefits
  • How the Windfall Elimination Provision can affect your benefits

Who Should Attend:

  • Individuals and couples seeking Social Security guidance
  • Those needing clarity on how to integrate their benefits with their overall retirement plan

 

REGISTRATION INSTRUCTIONS:

See the course catalog for Personal Financial Management to register. Select the dates you wish to attend and pay the course tuition fee.

Register

Tuition includes: The Social Security Claiming Guide from the Center for Retirement Research at Boston College, a personal Social Security Maximization Report and access to all the Academic reports cited in class. Additional handouts of the PowerPoint slides may be available for $10, to be paid directly to the instructor.


Your Instructor is a veteran of the industry (over 19 years), Scott Campbell, President of Austin First Financial, Inc.