Social Security Basics for Older Adults
Social Security benefits are an important source of retirement income. About 90% of older adults receive Social Security benefits, with roughly 25% relying on Social Security for at least 90% of their income and about 50% receiving at least half of their income from Social Security. This class will provide a "deep dive" into Social Security rules for people who are about to claim, or have already claimed, benefits. Topics include qualifying for benefits, benefit calculation, benefit reductions (e.g., the IRMAA surcharge for Medicare), working while collecting benefits, benefits for a spouse or ex-spouse, taxation of Social Security benefits, and more.
SKU: FA25GBFIN134A
November 5, 2025, 10:00 am to 11:30 am
Building: MTP Education Center
Room: Room 4