The LII
Learning about ... Social Security
     led by Peter W. Martin

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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 February 20. You should have made your submission on this topic and be ready to join in at that point.
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