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Social Security Clarity

$197 one-time

Built for retirees, by specialists

Most claim Social Security at the wrong time. Beau Henderson teaches how spousal/survivor rules & math impact your best claiming decision.

  • Learn why 96% of households fail to claim Social Security at the optimal time — and how to be the exception

  • Understand the difference between spousal benefits (up to 50%) and survivor benefits (100%) and when each applies

  • See how to coordinate claiming with Required Minimum Distributions to avoid a double tax burden

  • Instructor-led lessons from Beau Henderson, including a stress-test framework for a 25% benefit-reduction scenario

👥 Join other retirees already building their plan with TRI

Order Details

Social Security Clarity

$197.00 (one-time)

Due Today

$197.00

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If you aren't happy with your purchase, email [email protected] within 30 days of your purchase date and we'll issue a full refund.

CUSTOMER RATING AND REVIEWS

Truly inspiring... this book will prepare any woman to believe that a great retirement is within her grasp.

Sarah Jenkins, Retired Teacher

This course is anything but conventional, and I couldn't put it down. These personal stories shed light.

Ann Anderson, Retired

Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.

The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.