Social Security and Retirement Income Planning


ID : 43707   

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This class will cover both the history and fundamentals of Social Security, along with practical retirement income strategies to help you make informed lifetime income decisions. In this informative and fun class, you will learn:
  • History and basics of Social Security
  • Is Social Security really running out of money?
  • Income strategies for married couples
  • How Social Security is taxed (and when double taxation applies)
  • What is The Social Security Fairness Act, and does it apply to me?
  • Penalties that may reduce your benefits
  • Retirement income strategies using 401(k)s and IRAs
  • What are Required Minimum Distributions and when do they apply?
  • Tax-free and tax-advantaged income strategies for retirement
  • Annuities, what are they really and why are so many financial gurus trying to sell you one?
Gain the clarity and confidence to help maximize your retirement income while learning strategies that can help minimize your taxes.
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Class Details

1 Session(s)
Tue

Location
KSU Center

Instructor
Nic Yeomans 

Fee: 

$39.00

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
2/10/2026 Tue 10:00 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 242 Nic Yeomans  ClassRoom

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