Learn more about optimizing Social Security retirement benefits.
How can individuals and couples optimize social security retirement benefits?
For many individuals, delaying Social Security retirement benefits can be advantageous. Factors such as spousal benefits, taxes, and working during retirement may impact an individual’s decision so it’s important to advise your clients so they understand how Social Security retirement benefits play into their retirement and estate plans.
Presenter Michael Crowder will explain the options available, illustrate how options work in different situations, and give planning pointers. Don’t miss it!
Course Content:
- How Social Security retirement benefits are calculated
- How spousal benefits work
- What happens if an individual continues working after starting his/her benefits
- If the benefits will be taxed