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Savvy Social Security Planning


Adult and Senior / Special Interest -
Adult Enrichment 2020-2021

This class will help baby boomers better understand the Social Security system and will cover:

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income
  • How Social Security is affected for individuals who receive a pension from a non-covered job. The topic includes the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)

The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

 November 2020 
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L102F20

  Robert S Davis


Lenox Community Center : Rm 115 Craft Room
Thursday, Nov 5
6:30 - 8:30 PM

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