USC: Continuing and Professional Education

Information for specific audiences:


Savvy Social Security Planning for Baby Boomers


With the demise of guaranteed pensions and in light of the risks you face in managing your own retirement assets, mazimizing Social Security becomes a critical part of retirement planning. 


In this workshop, you will learn:

5 factors to consider when deciding to appy for benefits

When it makes sense to delay benefits and when it does not

Why you should always check your earnings record for accuracy

How to estimate your benefits

Two innovative strategies for coordinating benefits with your spouse

How to minimize taxes on Social Security benefits

How to coordinate Social Security with your other forms of retirement income

How your benefit will be affected by thte age at which you apply

How cost-of-living-adjustments, or COLAs, affect benefits

How spousal benefits work

How survival benefits work

How divorced-spouse benefits work

How working affects benefits

How benefits affect taxes

What to do if you have other income from pensions or IRAs


Upcoming Sessions

 Course: PD16-2122: Savvy Social Security Planning for Baby Boomers
 Dates: Tuesday: 03/29/16 - 03/29/16
 Times: 6:00 pm - 8:00 pm
 Fee: $35.00
 Session(s): 1
 Notes: Approximately one week before the class starts, you will recieve an email with course location and parking instructions.

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If you would prefer to register by phone, please contact us at (803) 777-9444.


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Columbia, SC 29208 • 803-777-9444 • Contact Us