Video Summary
In this webinar on Social Security, our expert speaker, Jody Harris, provides a detailed overview of the program's history, current challenges, and tips on how to maximize benefits. As we navigate the complexities of retirement planning, it's crucial to understand the role Social Security plays in securing your financial future. Discover valuable insights into how to plan and prepare for a secure retirement, including actionable advice on calculating benefits, delaying payment, and preparing for a surplus of beneficiaries. Jody Harris will empower you with the knowledge and confidence to take control of your financial future.
Timestamps
(3:49) Social Security: Then & Now
History of Social Security, where it's at now
(9:11) Benefits
Determining your benefits
(16:00) Receiving Benefits
Filing for benefits, when to file
(20:12) Spousal Benefits
Filing for spousal benefits
(23:01) Divorced Benefits
Parameters to get divorced benefits
(25:20) Widow/Widower Benefits
Survivor benefits
(28:45) Government Employees
Windfall Elimination Provision (WEP), Government Pension Offset (GPO)
(31:20) Taxes
Working while receiving benefits, taxes
(34:53) Questions
Q&A session
