Course Curriculum

  • 1
    1. Introduction to Social Security Benefits
  • 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
  • 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
  • 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
  • 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
  • 6
    Exam
    • Final Exam

Course Snapshot

  • 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.

  • 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.

  • 3-6-5

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