Broker Check
30 Sept
Maximize Your Social Security: A Guide for Married, Single, and Surviving Spouses (ISD191)

Description

Are you and your spouse nearing retirement age? Learn how to get the most out of your Social Security benefits as a couple.Are you widowed or single?This class can help answer questions for you too!

 

Topics include:

  • How marriage impacts Social Security - The spousal and survivor benefits you may be eligible for based on your work records
  • Deciding when to claim - Strategies for timing when each spouse claims benefits to manage your household income over your lifetimes
  • Coordinating with other income sources - Factoring Social Security into your overall retirement income plan alongside 401(k)s, IRAs, pensions, etc.
  • Taxes and Social Security - How benefits are taxed and ways to manage taxes on your benefits in retirement
  • Working while receiving benefits - The earnings limits that may affect your benefits
  • Techniques higher-earning couples can utilize

This class is essential for married couples, singles and widows wanting to ensure they receive their full share of the Social Security benefits they've earned.

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Date and Time

Wed, Sep 30, 2026

6:30p - 8:00p CST

Location

ISD 191 - Diamondhead Education Center

200 W Burnsville Pkwy
Burnsville , MN 55337
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PT1H30M

Event Registration

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