CT Financial Education Alliance: Social Security

This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits. How to properly file for Social Security benefits Maximize the amount you are eligible for How to avoid the most common mistakes people make when claiming their benefits Optimize your assets to minimize or avoid paying taxes on your Social Security benefits How much income you can make and still draw Social Security How Social Security is taxed How to determine which claiming strategy is best for you How to claim a spouse’s benefit even if you are divorced About the presenter: Jack Peregrim is the published author of “Winning Your Fourth Quarter”, a retirement planning guide that has been featured in interviews on ABC, NBC, FOX, and CBS. As a Certified Financial Fiduciary® with more than 30 years of real-world financial planning experience, Jack is an authority on helping individuals make informed retirement decisions with confidence. Jack volunteers his time as an educator with AFEA, a 501(c)(3) nonprofit organization dedicated to providing unbiased retirement education.