Confident Financial Future Education Series

Maximizing Social Security

The Social Security claiming decision is a very important part of your retirement income plan. Join Rob to discover five factors to consider when applying for benefits:
1. When it makes sense to delay benefits and when it does not
2. Why checking your earnings record for accuracy is important
3. How to estimate benefits
4. Innovative strategies for coordinating benefits with a spouse; how to minimize mistakes
5. How to coordinate Social Security with other retirement income

 

 

 

Will My Social Security Be Reduced if I Work During Retirement?

This video walks through a flow chart to determine if your Social Security benefit will be reduced. The first thing that can lower your Social Security payment is working during retirement before your full retirement age. The second situation that can reduce Social Security in retirement is taxes.
 
 
 
 
 

Am I Eligible for Social Security as a Divorced Individual?

This video will help you determine if you are eligible to receive Social Security after a divorce.
 
 
 
 
 

Am I Eligible for Social Security as a Spouse?

This video will help you determine if you are eligible to receive Social Security as a spouse.
 
 
 
 
 

Am I Eligible for Social Security as a Surviving Spouse?

This video will help you determine if you are eligible to receive Social Security as a surviving spouse.