Lesson Summary

In this section, the focus is on the core content of the mini course, covering essential topics related to Social Security benefits:

• Ensuring you understand and have your statement
• Exploring break-even analysis, early reduction, and delayed retirement credits
• Considering spousal benefits and the cost of living
• Understanding survivor benefits, widow benefits, and implications in divorce situations
• Learning about the logistics of applying for benefits and the process of changing your mind

This content is referred to as the "meat section," providing an educational foundation about your benefit. Once you understand the pieces in this section, you'll

• Be better prepared for understanding the moving pieces in the Case Studies Section , which we'll talk about in Section 4,
• Better understand the impact of Taxes and Medicare Premiums, which we'll talk about in Section 5,
• And recognize and avoid the mistakes we see in Section 6.

See you in the next lesson!