Automatic Update Service

This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Downloadable Course Book

Understanding Social Security Retirement (Electronic Download)

Available: In Stock
Price: $69.00
Item Code: 10591-DL


Choosing when to retire is one of the most important decisions you or your clients will make. Determining how much money is available from Social Security may be a huge factor in that decision. Focusing on the realities of Social Security retirement benefits, this book provides a practical overview, tips for planning and advice for handling all kinds of complicated questions and situations.

Summary of Contents

Understanding Social Security Retirement 

  • What Is Social Security? Title II of the Social Security Act 

  • What Is SSI? Title XVI of the Social Security Act 

  • Social Security — Title II 

Insured Status Requirements 

Eligibility for Retirement Benefits

A. General Categories of Eligibility for Retirement Benefits
B. Retirement Benefits: Worker and Spouse
C. Survivor's Benefits 

Family Maximum
Lump Sum Death Benefits
Effect of Post-Retirement Earnings upon Benefits 


  • Supplemental Security Income 

    SSI Benefit Amounts — 2019 
    Income Limitations 
    Resource Limitations 

    • Waivers 

    Appendix A: Social Security Retirement & Disability (Slides)
    Appendix B: NAELA 2018 Conference Social Security Workshop on Planning for Couples: Case Studies – Questions and Answers 
    Appendix C: NAELA 2018 Conference Social Security Workshop on Dependent and Survivor Benefits: Case Studies – Questions and Answers 
    Appendix D: Maximizing Social Security Benefits (Slides) 

    Practice Areas
    Published: 4/11/2019
    ©2023 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.