Social Security Dilemma

Course Description and Objective: 

This course will help you understand how Social Security can affect your benefits and the possibilities you have for optimizing your benefits. We will cover a brief history of social security, the common questions around when you claim for social security and the options, and how to optimize your retirement income. This course is ideal for those who have not yet begun taking their Social Security payments.

  • What is Social Security?
  • Who is Covered?
  • How and When to Claim Your Social Security?
  • How Does Social Security Interact with Other Income
  • Optimizing Social Security and Taxes for Yourself and Spouse
  • What Does the Future Hold for My Income Sources?