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Deciding When to Take Social Security Benefits

Distilling down the core components of the Social Security program to understand when, how, and why to start drawing benefits

In this session, we cover:

• FORMULA: How the Social Security Administration calculates benefits at various ages (and how you can influence yours to be higher)
• EARNINGS TEST: Why your decision to take benefits may be affected if you are still working (and how other income is treated)
• SPECIAL GROUPS: Who may have special rules to follow (and how their benefits may be lowered)
• CONSIDERATIONS: What other factors must be considered when making the decision to start taking benefits (and what happens if you change your mind!)