Maximizing Your Social Security Benefits Webcast

Prefer to attend in person? This course is hosted in Philadelphia.

Identify who is entitled to retirement benefits and in what amounts. Summarize the factors one must consider in determining when to take benefits. Discuss the taxation of Social Security benefits and how this affects other income tax planning.
Highlights

• Retirement benefits
• Spousal benefits
• Advantages and disadvantages of Social Security at ages 62, 66, and 70
• Considerations for retirement age employees
• Social Security and higher-balance IRA distributions later