Social Security for the Public Sector
Recorded On: 04/24/2020
When and how you claim Social Security retirement benefits can make a huge difference in how much you and a surviving spouse receive. The claiming strategies available often go unused simply because people are unaware of them. Meanwhile, some public sector workers may face a reduction in benefits due to the Windfall Elimination Provision, or the Government Pension Offset. We will review key steps to help you plan ahead and make a smart decision. Attendees will take away:
- Strategies to maximize lifetime household Social Security benefits
- The importance of your Full Retirement Age (FRA) if you claim benefits early
- The impact of working and taking Social Security benefits
- How your Social Security benefits are taxed
Certified Financial Planner Professional, Mid-Atlantic Region
Steven is responsible for providing on-site financial planning services to public sector employer retirement plans in the Mid-Atlantic region. He conducts over 100 on-site educational seminars, webinars, and workshops per year and also provides personalized assistance in the development of individuals’ retirement, investment and estate plans.
Before joining ICMA-RC in 2006, Steven was self-employed as an independent Financial Planner for over 10 years. He also was a Financial Advisor with AXA Equitable where he worked with individuals and small businesses providing executive and group benefits.
For one year, he stepped outside his comfort zone and taught middle school math to young people. He is now writing a book about his experiences titled, What Was I Thinking?
Steven received a BA in Economics from Clark Atlanta University and is a Certified Financial Planner. He is FINRA Series 6, 26, and NASAA Series 63 and 65 licensed.