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