- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Financial Plan Assignment
Your assignment is to learn about the benefits you will receive from Social Security. Get a copy of your Social Security statement benefits by going to www.ssa.gov/mystatement on the Internet. Click on Your Benefits near the top of the page and then click on Request a Social Security Statement at the bottom of the page. Fill out your name, middle initial, last name, social security number, birthday, and other information that is requested. Click on Continue to submit your request. You will receive your statement in three to four weeks.
To make a preliminary estimate of your Social Security benefits before you receive your statement, go to www.ssa.gov/mystatement on the Internet. Click on Need to Request a Social Security Statement at the top of the page and then click on How Can I Calculate My Own Benefit Estimates in the middle of the page. Then click on Benefits Planner and Calculate Your Retirement Benefits Based on Different Retirement Scenarios. You can either fill out the quick calculator by clicking on Quick Calculator or the more detailed calculator by clicking on Online Calculator. Click on the desired calculator and then fill in the information. Determine how much you will likely receive from Social Security when you retire and write this estimate down for your planning purposes.