About This Event

Whether it’s when to file, how much of a benefit can I draw from my ex-spouse’s work record, or how much can I earn if I keep working after filing early, the questions just keep rolling in to the AMAC Foundation’s Social Security Advisory Service. And while we’re handling roughly 300 inquiries each month, 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 that we present this update in a public setting where seminar attendees can get the facts straight from our staff of Certified Social Security Advisors.

Join us on Thursday, November 15 for a lively session as our Advisors interpret the rules for you! We’ll update you on the details associated with these areas of Social Security:

1. The basics (10 minutes)
   • Eligibility requirements
   • Full Retirement Age (FRA)
   • How benefits are calculated
2. When to file (15 minutes)
   • Early filing
   • Full Retirement Age
   • Delayed Retirement Credits (DRCs)
   • Break-even Analyses
3. Working after filing (10 minutes)
   • The Earnings Test
4. Taxation of Benefits (10 minutes)
5. Disability Basics (15 minutes)
   • Eligibility
   • Working while on Disability
   • Transition at FRA
6. Spousal Benefits (15 minutes)
   • Married couples
   • Divorced spouses
7. Surviving Spouse Benefits (15 minutes)
   • Surviving Spouses
   • Surviving Ex-spouses
8. Windfall Elimination Provision/Government Pension Offset (10 minutes)
   • 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.

Upcoming Event

Repeat Session – Veterans Federal Benefits