Social Security for People under 40 – Is Social Security Something I need to think about? 2 Credits
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Social Security benefits are the most important source of U.S. retirement income. Sadly, less than 4% of Americans claim benefits at the earliest age possible, taking a significant reduction in benefits, and often paying more taxes as well.
Over time, however, trends in employer-provided pension offerings, societal changes, and Social Security program rule changes have altered the distribution of income by source among the aged population. Social Security will comprise 40-60% of a retired individual's guaranteed income in retirement. It often provides benefits to two lives, so making the right claiming decision can significantly impact the amount of money available to a surviving spouse.
Key topics covered in this course:
Join this CPE Finance webinar it will help you explain the importance of understanding when and how to take distributions at the right time so you can live in peace in retirement.
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DE
The instructor was a great presenter. He interacted with the audience and gave chance for the audience to engage and give suggestions as to what they were most interested in learning about the topic.
FG
The instructor was intentional in asking for input concerning questions and to direct the discussion toward the most relevant topics for the attendees. Very engaging!
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