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4 Credits
In the state of North Carolina, you need 24 credit hours every 2 years. Once you complete this course, we'll send over your passing grade so you get the credit you need.
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5 Chapters
This course goes deep into Social Security benefits so that you not only get CE credits for your state but you stay updated on Social Security ben.
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3-6-5
Access your courses, certificates, transcript here 365 days a year. Everything you need in one place so you can get back to what matters to you.
Course Curriculum
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1
1. Introduction to Social Security Benefits
- Affidavit of Personal Responsibility
- 1.1 Overview FREE PREVIEW
- 1.2 Purpose of the Course FREE PREVIEW
- 1.3 A Timeline of the Development of Social Security
- 1.4 Funding Social Security
- 1.5 Social Security Eligibility Requirements
- 1.6 Applying for Social Security Benefits
- 1.7 Calculating Social Security Benefits
- 1.8 How Much Income Does an Individual Need for Retirement?
- 1.9 How Social Security Benefits are Paid
- 1.10 Summary
- Chapter 1 Quiz FREE PREVIEW
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2
2. Determining When to Claim Social Security Benefits
- 2.1 Overview
- 2.2 What Factors into an Individual’s Decision to Claim Social Security?
- 2.3 Personal Financial Situation
- 2.4 Marital Status
- 2.5 Estimated Life Expectancy and Break-Even Age
- 2.6 Extended Employment
- 2.7 Risk Tolerance
- 2.8 What Clients Should Do Now to Prepare for Tomorrow
- 2.9 Revoking or Suspending a Claim
- 2.10 Summary
- Chapter 2 Quiz
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3
3. Social Security Strategies for Married Couples
- 3.1 Overview
- 3.2 Understanding Spousal Benefits
- 3.3 Spousal Benefits: Non-Working Spouses
- 3.4 Spousal Benefits: Dual-Income Spouses
- 3.5 Claiming Changes Due to the Bipartisan Budget Act
- 3.6 Strategies for Spouses Claiming Social Security Benefits
- 3.7 Filing the Income Gap When Delaying Social Security Benefits
- 3.8 Summary
- Chapter 3 Quiz
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4
4. Understanding the Social Security Survivors Benefit
- 4.1 Overview
- 4.2 Who Earns Survivors Benefits?
- 4.3 Calculating Survivors Benefits
- 4.4 Currently and Fully Insured Survivors Benefits
- 4.5 Maximizing Social Security Benefits for Surviving Spouses
- 4.6 Understanding the Mother's/Father's Benefits
- 4.7 Understanding the Child's Benefits
- 4.8 Understanding the Widower's Benefits
- 4.9 Applying for Social Security Survivors Benefits
- 4.10 Summary
- Chapter 4 Quiz
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5
5. The Effects of Taxation and Other Reductions on Social Security
- 5.1 Overview
- 5.2 Is My Social Security Benefit Taxable?
- 5.3 Strategies for Staying Grounded in the "Tax Torpedo"
- 5.4 Understanding the Government Pension Offset
- 5.5 Understanding the Windfall Elimination Provision
- 5.6 Summary
- Chapter 5 Quiz
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6
Exam
- Final Exam