Social Security is a critical income source for most retirees, and the claiming decision can have a significant impact on your lifetime benefits. For married couples, the decision is even more complex because of spousal and survivor benefits.
Topics Covered
- **How Social Security Calculates Your Benefit**: PIA, AIME, and the bend points
- **Early vs. Full vs. Delayed Claiming**: The permanent impact of claiming age
- **Spousal Benefits**: Who qualifies, how much, and when to file
- **Survivor Benefits**: How they work and why they matter for couples with age or earnings gaps
- **Coordinated Claiming**: Strategies for maximizing household lifetime benefits
- **Taxes on Benefits**: How your other income affects Social Security taxation
Who Should Attend
This webinar is designed for married couples age 55+ who are beginning to think about when to claim Social Security. It is educational and does not constitute personalized advice.
What to Expect
60 minutes of content plus Q&A. We will walk through real-world examples (with hypothetical numbers) to illustrate key concepts. Attendance is free.
Registration
Register at the link above. You will receive the Zoom link 24 hours before the event.