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Social Security and Retirement Income Planning

ID : 42044   
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Students can expect to learn:
  1. Social Security basics: eligibility, benefits, claiming
  2. Claiming strategies: optimal retirement age, spousal benefits
  3. Earnings limits: impact on benefits, tax implications
  4. Survivor and disability benefits: eligibility, considerations
  5. Coordination with other retirement income sources
  6. Social Security statements: how to access and understand
  7. Filing options: online, in person, and by phone
  8. Taxation of Social Security benefits
  9. Maximizing lifetime benefits: delay vs. early claiming
  10. Family benefits: spouse, dependent, and survivor benefits
  11. Social Security changes: updates and adjustments
  12. Personalized retirement income planning strategies

Class Details

1 Session(s)

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
5/1/2024 Wed 10:00 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom