Instructor will delve into both the history and the basics of Social Security to assist students in making important life decisions. In this fast-paced class, students will learn the following:
- History and basics of Social Security
- Social Security income strategies for married couples
- Taxation (and double taxation) on Social Security
- Penalties on your Social Security
- Retirement Income Strategies with 401ks and IRAs
- NEW REQUIRED MINIMUM DISTRIBUTION RULES- The Secure Act
- Tax-Free Retirement Income Strategy
Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.
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