TRS Pre-Retirement Seminar: Social Security with Cindy Lundquist

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  • Опубликовано: 26 июл 2024
  • Cindy Lundquist, Social Security Expert, discusses social security benefits and eligibility, calculations, earning limits, taxation, and more. Please review this presentation and Q&A session to learn more about social security and your options.
    Timestamps
    00:00 - Intro
    04:21 - Social Security Benefits: Eligibility & Earning Credits
    11:24 - Calculation: Windfall Elimination Provision (WEP) & Regular Formula
    20:06 - Starting Benefits & Estimated Retirement Amounts
    25:39 - Earnings Limits - 2023 & 2024
    31:45 - Eligibility for Dependents
    42:00 - Survivor Benefits: Widow/Widower, Children, & Burial Payment
    46:59 - Disability Benefits
    49:30 - Taxation of Benefits
    50:40 - Contacting Social Security
    51:31 - Q&A Session
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