'Spousal benefit' presentation slideshows

Estate Planning for Smarties

Estate Planning for Smarties. W. Bruce Drake Hooey Remus November 2004. Estate Planning Objectives. Provide financial security for retirement Provide for potential disability Implement distribution plan after death Minimize taxes on death Minimize costs and inconvenience after death

385 views • 23 slides

Valuing the Longevity Insurance Acquired by Delayed Claiming of Social Security

Valuing the Longevity Insurance Acquired by Delayed Claiming of Social Security. Wei Sun and Anthony Webb Center for Retirement Research at Boston College Fifth International Longevity Risk and Capital Markets Solutions Conference St. John's University, New York September 25 - 26, 2009.

393 views • 21 slides

Session 2 Fundamentals of Social Security

CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION PROGRAM Retirement Planning & Employee Benefits. Session 2 Fundamentals of Social Security. Session Details. OASDI. Old Age, Survivors, and Disability Insurance has three main components: Retirement (old age)

255 views • 15 slides

What factors may affect taking Social S ecurity?

228 views • 11 slides

MEDICARE and SOCIAL SECURITY: IMPLICATIONS RELATED to YOUR SURS PENSIONS

95 views • 9 slides

45 views • 0 slides