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Understanding How Social Security Retirement and Other Benefits Are Determined


Understand how Social Security benefits are calculated and how to get the maximum amounts available.

Social Security benefits vary significantly based on work and compensation history and marital status; understanding how benefits are calculated will help you and your clients get the most they can from Social Security. Learn how Social Security benefits are calculated so that you and your client can maximize these benefits. For many U.S. workers, Social Security taxes are the largest single investment they will make in their retirement security, and Social Security benefits are the largest source of retirement income they will have. Moreover, individuals with large 401(k) or other pension income in retirement will typically have relatively high Social Security benefits that will greatly add to their financial security in retirement. Yet many Americans do not understand how their Social Security benefits are calculated, when they are eligible for them, or the best time to claim them. In addition, many Americans are not aware of Social Security's survivor and disability benefits or how Social Security applies after a divorce. This topic will attempt to lay a basic foundation of understanding about these subjects, with particular emphasis on the determination and maximizing of Social Security retirement benefits.



Luke D. Bailey

Luke D. Bailey

Clark Hill PLC

  • Senior Counsel in the Collin County, TX office of Clark Hill PLC
  • Practices in all aspects of employee benefits and executive compensation
  • Conducts regular seminars and workshops on numerous employee benefits and executive compensation issues
  • Author of numerous articles related to the areas of employee benefits and executive compensation
  • J.D. degree, Order of the Coif, University of California at Berkeley (Boalt Hall); A.B. degree, cum laude, Occidental College
  • Can be contacted at 214-651-4572 or [email protected]

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