In the class we cover eligibility, maximizing benefits, spousal considerations, working in retirement, and we share resources to help you navigate social security benefits.

Key Takeaways and Next Steps:

Understanding your Social Security eligibility to plan for your retirement income

Knowing the eligibility criteria allows you to plan effectively for your retirement income.

Maximizing benefits for financial security

Understanding the impact of timing on payouts and other considerations helps you make informed decisions.

Consideration of spousal benefits to get the greatest financial support.

Understanding spousal benefits offers avenues for additional financial support, optimizing the combined benefits for you and your spouse.

Understanding the impact of work on benefits for continued employment.

Being aware of how work can impact your benefits helps you to make strategic decisions about continued employment and the effects on your financial situation.

Exploring Social Security Online Services

Utilizing online services provided by Social Security streamlines benefit management, offers access to important information and tools to make informed decisions about your benefits.

Resources

Social Security Administration website

https://www.ssa.gov/

Social Security Handbook

https://www.ssa.gov/OP_Home/handbook/handbook-toc.html

Retirement Checklist (2024)

https://www.ssa.gov/pubs/EN-05-10377.pdf