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Understanding Your Social Security Benefits: 05/13/2019

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Michigan State University: Management Education Center

811 W. Square Lake Road

Troy, MI 48098

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Description

This course is sponsored by the American Financial Education Alliance (AFEA), a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide.

AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed.

This two hour course offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits.

This course is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits. Also, learn how income from other sources affect the amount you are able to receive from Social Security and the tax implications involved.

WHAT YOU WILL LEARN

• How to properly file for Social Security benefits

• Maximize the amount you are eligible to receive

• How to avoid the most common mistakes people make when claiming their benefits

• Optimize your assets to minimize or avoid paying taxes on your Social Security benefits

• How much income you can make and still draw Social Security

• How Social Security is taxed

• How to determine which claiming strategy is best for you

• How to claim a spousal benefit, even if divorced

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Michigan State University: Management Education Center

811 W. Square Lake Road

Troy, MI 48098

View Map

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