Understanding Social Security Retirement Benefits

Overview

This course provides an overview of Social Security retirement benefits and how they complement other retirement plans.

Learning Objectives

Students who successfully complete this course will be able to:

  • understand the benefits and limitations of Social Security
  • explain the eligibility requirements and factors affecting the amount of Social Security retirement benefits a person receives
  • explain how the earnings limitation rule affects Social Security retirement benefits
  • describe how Social Security benefits are taxed when income exceeds specified threshold levels

Designed for

Retail, Investment Advisory

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