- An understanding of the basic rules governing Social Security. - A review of the spousal, survivor, child, divorce and other important rules. - Specific strategies available to maximize eligible Social Security benefits. - Strategies to minimize the taxation of Social Security benefits.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Gain an understanding of the basic rules governing Social Security, including eligibility criteria, benefit calculations, and the application process.
- Review the important rules related to spousal, survivor, child, and divorce benefits.
- Explore specific strategies available to maximize eligible Social Security benefits, including optimal claiming ages, benefit coordination for couples, and timing considerations.
- Discover strategies to minimize the taxation of Social Security benefits, including income management techniques and tax-efficient withdrawal strategies from retirement accounts.
Major Topics
- An understanding of the basic rules governing Social Security.
- A review of the spousal, survivor, child, divorce and other important rules.
- Specific strategies available to maximize eligible Social Security benefits.
- Strategies to minimize the taxation of Social Security benefits.
