Topic 6: Continuing
Earnings, Age, and Benefits --
How the program's "retirement test" reduces benefits in relation
to continuing earnings and "retirement age" affects benefit
amount
A.
Background - Timing of application and benefit amount
Situating this topic in the overall scheme
The pertinent provisions of the act and regulation
The interplay of deductions
B.
Background - Continuing earnings and benefit amount
Situating this topic in the overall scheme
The pertinent provisions of the act and regulation
Retirement planning
The effect of one beneficiary's earnings on another
C.
Background - Other benefit offsets
Unearned income (private pensions, savings)
The interplay of primary and secondary benefits
Pensions from work not covered by Social Security
Other earnings replacements negatively affected by OASDI
D. Approaching the readings
E. Some illustrative and problem situations
F.
Framework for discussion
G.
Discussion
Course discussion of this topic will begin on ___. You should
be ready to join in at that point.