When to Claim Social Security
Students will learn how their social security benefits are calculated through this course. Upon completion of this class, people will understand the impact of starting their benefits as early as age 62, or of delaying the start of their benefits until age 70. Students will identify factors in their lives that will affect these critical decisions. This course will help people optimize the time they begin receiving social security benefits. The class will review factors affecting this decision, including age, other income sources, and longevity. Each individual student will have unique circumstances to consider in timing the beginning of these benefits. The instructor will provide guidance and strategies about this important life decision.
William Oakes has taught financial planning classes across the country for 15+ years to employees at corporations, municipalities, and non-profits. He has operated his own tax and financial planning practice in San Jose for 25+ years. He holds EA and CFP licenses.