Social Security Classes
Savvy Social Security for Baby Boomers
Tuesday November 17th, 2020
Hastings Community Ed
Tilden Community Education - Room 108
6:30 to 8:00 pm
This is a Social Security for Boomers Class with an Emphasis on WEP/GPO for people who have a government pension (Federal, State, Local, Police, Fire, Postal) with a social security offset.
Seating is limited to accommodate COVID Guidelines
Wednesday January 27th, 2020
Jordan Community Ed - Jordan Middleschool JMS - Room 202 - Quotations Lab
6:30 PM to 8:00 PM
This is a Social Security for Boomers Class with an Emphasis on WEP/GPO for people who have a government pension (Federal, State, Local, Police, Fire, Postal) with a social security offset.
Seating is limited to accommodate COVID Guidelines
Coming Soon
Baby Boomers are asking…
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
At this informative seminar you will learn important rules and strategies for collecting your retirement benefits.
Learn the rules for…
- How your benefit will be affected by the age at which you apply
- How cost-of-living-adjustments, or COLAs, affect benefits
- How spousal benefits work
- How survivor benefits work
- How divorced-spouse benefits work
- How working affects benefits
- How benefits affect taxes
- What to do if you have other income from pensions or IRAs
At this workshop you will learn...
- 5 factors to consider when deciding to apply for benefits
- When it makes sense to delay benefits—and when it does not
- Why you should always check your earnings record for accuracy
- How to estimate your benefits
- Innovative strategies for coordinating benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other forms of retirement income
The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. Don’t miss this valuable workshop designed especially for baby boomers.
Savvy Social Security for Women - Married, Single, Divorced or Widowed (The focus is on women but the class works great for single men as well)
Monday December 14th, 2020
Tilden Community Center - Room 108
6:30 PM - 8:00 PM
Seating is limited to accommodate COVID Guidelines
Coming Soon
Coming Soon
At this workshop you will learn:
- How much Social Security you stand to receive over your lifetime
- How the decisions you make in your 60s can determine the amount of income you’ll have in your 80s
- How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits
- How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse
- Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit
- What to do if your husband or ex-husband dies
- What to do if your marital status changes
- How to plan for the extra-long life
Rules and strategies you need to know…
- How to know which spouse should take advantage of the spousal benefit
- What you need to do to entitle your spouse to a spousal benefit or vice versa
- How to switch from one benefit to another to have income now and later
- How to maximize survivor benefits for the surviving spouse
Savvy Social Security for Couples
Tuesday November 10th
Jordan Community Ed - Jordan Middleschool
JMS - Room 202 - Quotations Lab
6:30 PM to 8:00 PM
Seating is limited to accommodate COVID Guidelines
Tuesday February 9th, 2020
Jordan Community Ed - TBD
TBD
6:30 PM to 8:00 PM
Seating is limited to accommodate COVID Guidelines
February 22nd, 2020
Tri-District Community Ed
Location - TBD
Room - TBD
6:30 PM to 8:00 PM
Seating is limited to accommodate COVID Guidelines
The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime – including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help married couples get more out of the Social Security system.
At this workshop you will learn…
- How much Social Security you and your spouse stand to receive over your joint lifetime
- Rules and guidelines for when spouses should apply for benefits
- How the decisions you make in your 60s can determine the amount of income you – or your surviving spouse – will have in your 80s and 90s
- How spouses with little or no prior earnings can take advantage of Social Security benefits
- How a little-known rule has opened the door to creative spousal strategies
- What all higher-earning spouses should know about retirement and survivor benefits
- Two key things you need to know about Social Security survivor benefits
- How remarriage affects survivor benefits from a former spouse
- How to avoid mistakes at your Social Security office
Rules and strategies you need to know…
- How to know which spouse should take advantage of the spousal benefit
- What you need to do to entitle your spouse to a spousal benefit or vice versa
- How to switch from one benefit to another to have income now and later
- How to maximize survivor benefits for the surviving spouse