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Mt. Desert Island Adult & Community Education

A Closer Look At Your Social Security Benefits W18

with Herbert Moyer


Retirement Yesterday and Today; Individual Benefits; Social Security as a Retirement Supplement; How Benefits Are Determined; FRA (Full Retirement Age); Taking Benefits Early; Taking Benefits and Still Working; Example of Taking Benefits & Working; Benefits of Delaying Payments; Three Breakeven Points; Taxation of SS Benefits; Spousal Benefits; Amount and Timing; How Spousal Benefit Is Calculated; Taking Spousal Benefits Early; Example; Survivor Benefits; SS And Other Pension Benefits; Government Pension Offset; Windfall Elimination Provision; Collecting Benefits From A Divorced Spouse; Strategies To Maximize SS Benefits; Changes To Strategies; Filing A Restricted Application (still available if….); Restricted Application Rules; Options For Widows and Widowers; Payout Results Comparing Three Strategies; Key Points On SS Strategies; Closing The Income Gap…. And Considerations.

Herbert Moyer has fought forest fires, taught high school science and computer, worked for IBM, played semi-pro-baseball, photographed weddings for 40 years, has a YouTube Channel, works as a financial professional for Prudential, and really enjoys helping people meet or exceed their financial and life goals.

Code: 6200.08.0.318.71.162726
  • Mar 20th, 2018
    Tue for 1 week from 6:00 - 8:00 pm

    Will run

Mt. Desert Island High School

1081 Eagle Lake Rd.
Bar Harbor, ME 04609 Get directions

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