Understanding Your Social Security Benefit Options

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income.

– How to properly file for Social Security Benefits
– Maximize the amount you are eligible to receive
– How to avoid the most common mistakes when claiming benefits
– Positioning assets to minimize or avoid paying taxes on Social Security
– How to claim a spousal benefit, even if divorced
– How working while receiving Social Security affects benefits
– How Social Security is taxes
– How to determine which claiming strategy is best for you
– What is the future of Social Security and what it means to you
– How cost-of-living adjustments (COLAs) impact benefits
– When it makes sense to delay benefits and when it does not
– What to do if you have other income from Pensions or IRAs