About This Event

The AMAC Foundation’s Social Security Advisory Service is wrapping up its fourth year of operation, having handled more than 8,000 inquiries in that period.  In managing this service, we’ve found that many of the questions cluster around a handful of basic areas. With this in mind, we thought it might be helpful to provide an update on these most commonly queried subjects, and at the same time provide an update on some of the changes for the coming year that have a broad impact on Social Security beneficiaries. In keeping with our Foundation’s mission of “supporting and educating America’s seniors,” we are again presenting this update in a public setting where seminar attendees can get the facts straight from our staff of National Social Security Advisors. Join us on Tuesday, December 10 for a lively session as our Advisors interpret the 2020 changes for you! We’ll also refresh you on many of the basic  Social Security rules you need to understand. Our topics will include:

• The basics

  • Eligibility requirements

  • Full Retirement Age (FRA)

• When to file

  • Early filing

  • Full Retirement Age

  • Delayed Retirement Credits (DRCs)

  • Break-even Analyses

• Taxation of Benefits

• Disability Basics

  • Eligibility

  • Working while on Disability

  • Transition at FRA

• Spousal Benefits

  • Married couples

  • Divorced spouses

• Surviving Spouse Benefits

  • Surviving Spouses

  • Surviving Ex-spouses

• 2020 COLA (Cost-of-living-Adjustment)

  • How it was calculated

  • COLA history

  • COLA in the future

• Maximum Taxable Earnings in 2020

  • How the limit is determined

  • Taxable limits in the future

• The Earnings Test (working while drawing retirement benefits)

  • 2020 limits

  • Limit under full retirement age

  • Limit for the year full retirement age is reached

• 2020 Estimated average monthly Social Security benefits

  • All retired workers

  • Aged Couple, Both Receiving Benefits

  • Widowed Mother and Two Children

  • Aged Widow(er) Alone

  • Disabled Worker, Spouse and One or More Children

• Windfall Elimination Provision/Government Pension Offset

  • Who is affected

  • Impact on benefits

This event will be streamed live via the AMAC Foundation’s website. Simply go to www.AmacFoundation.org/Live at the posted start date and time and you’ll be connected. A recorded version of the program will also be posted after the event at www.AmacFoundation.org/Videos for on-demand viewing. There is no fee for this seminar and, for those in attendance, light refreshments will be served. We do request the courtesy of an advance registration…simply contact the Foundation office at 888-750-2622 or via email ([email protected]).

Upcoming Event