When to Claim Social Security
When can you begin receiving your Social Security Benefits?
Is that age the best age for you to begin receiving your Social Security check?
Understand the impact of starting your benefits at age 62 or delaying the start of your benefits until age 70. Students will learn how their social security benefits are calculated through this course. 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.