Social Security Timing & Coordination

Maximize Your Benefits, Minimize Regret.

Social Security is a critical component of your retirement income, and the timing and strategy you use to claim benefits can make a significant difference. In this course, you’ll gain a deep understanding of the various claiming strategies available, how to optimize spousal and survivor benefits, and how to perform a break-even analysis to help you make the best decisions for your financial future. You’ll also explore the impact of continued work and taxes on your benefits. By the end of the course, you’ll have the tools and knowledge to make informed decisions that maximize your Social Security benefits and minimize regret.

What You Will Learn:

• Claiming Strategies: Learn the best strategies for claiming Social Security benefits to maximize your lifetime income.
• Spousal & Survivor Benefits: Understand how to optimize Social Security benefits for both spouses, including survivor benefits after the death of a partner.
• Break-Even Analysis: Use break-even analysis to determine the best time to start taking Social Security based on your personal situation.
• Impact of Work & Taxes on Benefits: Learn how continuing to work or drawing income can affect your Social Security benefits, and how taxes impact your net benefit.