Social Security benefit strategies are like finger prints. Everyone’s strategy is different. The Social Security personnel will not provide guidance for your benefit issues. Rick will explain some of the things you should understand and consider when applying for your Social Security benefits.
What is:
- Early Retirement Age
- Full Retirement age
- Deferred retirement age (credits)
- Spousal Benefits
What other factors should be considered when choosing to accept Social Security benefits.
- How does continuing to work affect your benefits?
- What about other income sources?
- Life expectancy versus total benefits received.
- The effects of inflation
Questions and answers
Meeting notes are downloadable at: http://occa.org/files/SSNotes.pdf