Course
Maximizing Social Security
Name
CSP-4000JP2
Available Classes
Not currently offered.
Description Course Outline Requirements Intended Audience More Details
Intended Audience
Adults interested in learning their Social Security options
Description
There are thousands of options for claiming your Social Security, and retirees and pre-retirees are understandably apprehensive about making a costly mistake and filing for benefits at the wrong time. Whether you’re single, married, divorced, or widowed, this course will give you the tools and information to create a strategy for claiming your Social Security that you can use with confidence.
Course Objectives
  1. Learn the history and viability of Social Security
  2. Understand how the Social Security program works
  3. Know your options and the impact of your claiming age
  4. Study various strategies to maximize benefits
  5. Be aware of the factors that may affect benefits
  6. Develop a strategy for Social Security that fits your financial plan
Outline of Instruction
  1. The history of Social Security
  2. Qualifying for benefits
  3. How benefits are calculated
  4. When you can claim benefits
  5. Effects of filing early versus late
  6. Spousal benefits and Restricted Applications
  7. Benefits if widowed or divorced
  8. Filing strategies to maximize benefits
  9. Taxation and the Earnings Test
  10. Fitting Social Security into a holistic plan
Contact Hours
2
CEU's
No
Industry Standard, State, or National Certification
No
CE to CU Articulation
No
Prerequisites
Text and Supplies Needed
Clinical Site/Special Facilities
Requirements for Successful Completion of this Course
  1. Attendance 95% or above
  2. Participation
Accreditation/Special Approval Requirements
Intended Audience
Adults interested in learning their Social Security options
Specific Industry or Business Support Needs
Industry or Job Titles Related to training Outcomes for Employment
Related Courses
Course Contact Information
Community & Career Education Staff
cce@waketech.edu
919-532-5700