Social Security is one of the most important government programs. It is also one of the most complicated. In this 1.5-hour, March 9, 2018 presentation, Steven G. Siegel gives a useful explanation of the federal Social Security system and how to navigate through it to claim benefits. He also provides many helpful planning techniques to maximize those benefits.

Mr. Siegel is president of The Siegel Group, a Morristown, NJ-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University.

(Important Note: Want to also learn about Medicare and Medicaid? Please see your state course listing for Mr. Siegel’s “Medicare and Medicaid” program.)

Major topics include:
Coverage (credits needed and type of work), payments into the system
Retirement benefits available: calculations, reduction of, extra amount for delay
Taxation of benefits, planning strategies to lower taxation
Rights and opportunities for divorced spouses, benefits for survivors
The government pension offset
More planning strategies