Social Security Benefits: Is It Worth It to Delay?
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Social Security retirement benefits are becoming more and more important as the baby boom generation retires. This system is very complicated, with a network of rules and regulations that befuddles most everyone who works with it. Even the Social Security Administration staff often has a hard time interpreting the rules. This live webinar is designed to help you understand how the system works and especially where delaying receipt of benefits is to the best interests of the individual and the couple. Example scenarios are provided to help understand the strategies and rules.
Speaker: Jim Blankenship
Course Content
| Review of Overall Basic Tenets of Social Security Retirement Benefits |
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- Own Benefits
- Spousal Benefits
- Ex-Spouse Benefits
- Survivor Benefits
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Impacts of Delaying |
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- Own Benefits
- Survivor Benefits
- Spousal Benefits
- For the HigherWageEarning Spouse
- For the LowerWageEarning Spouse
- Restricted Application
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Outside Factors |
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- Windfall Elimination Provision
- Government Pension Offset
- Earnings Limits
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Examples/Scenarios to Illustrate Delay Strategies vs. Early Benefits Strategies |
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