Course curriculum

  • 1

    Agenda

    • Agenda
  • 2

    Trivia

    • Trivia Question 1

    • Trivia 1 Answer

    • Trivia Question 2

    • Trivia 2 Answer

    • Trivia Question 3

    • Trivia 3 Answer

    • Retirement Income Replacement Ratios
  • 3

    Social Security Withdrawal Strategies Video

    • Social Security Withdrawal Video

    • Effect of Early or Delayed Retirement
  • 4

    Social Security Overview

    • Social Security Overview

    • Social Security Funding

    • Social Security Trust Funds

    • Social Security Trustee Report
  • 5

    Social Security Benefit

    • Eligibility of Old Age (OA) Benefits

    • Social Security Account

    • Special Benefits

    • OnliCalculators on Social Security Website

    • Bankrate Social Security Calculator

    • Calculators on Social Security Website
  • 6

    Social Security Claim Age

    • Claim Age Overview

    • Full Retirement Age Overview

    • Full Retirement Age (FRA) Determination

    • Claim Age Benefits and Reductions
  • 7

    How to Calculate Social Security Benefits

    • How to Calculate OA Retirement Benefits

    • COLA Adjustments
  • 8

    State and Government Employees

    • State and Government Employees

    • Windfall Elimination Provision (WEP)

    • Government Pension Offset Provision
  • 9

    Social Security Benefits - Different Ways of Claiming

    • Social Security Benefits - Different Ways of Claiming
  • 10

    When should you claim your retirement benefits?

    • When should you apply for SS Retirement Benefits

    • Effect of Early or Delayed Retirement

    • William Richenstein's SS Breakeven Points

    • Social Security Withdrawal Comparison

    • Social Security Breakeven Analysis (Diff COLA Assumptions)
  • 11

    Retirement Earning Test Limits

    • Retirement Earning Test Limits

    • Retirement Earnings Test - Example
  • 12

    Married Couple Filing Strategies

    • Married Couple Switching Strategies

    • Deemed Filing Rule

    • Spousal Benefits
  • 13

    Withdrawal of Application

    • Withdrawal Application
  • 14

    Widow/Widower Planning Strategies

    • Widow(er) Benefit Rules

    • Widow(er) Planning Strategies
  • 15

    Taxation of Social Security

    • Taxation on Social Security Benefits
  • 16

    How to Increase your Social Security Payments

    • How to increase your Social Security Payments
  • 17

    Final Quiz

    • Final Quiz