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Maximizing Your Social Security

Maximizing Your Social Security

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.

The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and information needed to make decisions about Social Security benefits.

Course Objectives

The objectives of this course are to provide you with the tools, insight, and proven strategies that will allow you to make informed decisions about Social Security. This course will teach you easy-to-understand strategies on how to maximize your benefits. By the end of this course, you should be able to:

  • Know the history of Social Security
  • Understand the reductions for taking benefits early
  • Be acquainted with the issues involved in the solvency of Social Security
  • Estimate your benefits
  • Estimate the taxation of your benefits
  • Understand the reasons for late claiming of benefits
  • Know your spousal, divorced spouse, widow, & widower benefits
  • Understand how the COLAs affect benefits
  • Know the reduction of benefits while you work
  • Know where Social Security fits in with your other source of income

Social Security Course Disclaimer:
Paul Daly, OMH Partner Group, Inc., and The ABC Education Center are not affiliated with or endorsed by the Social Security Administration or any other government agency.