Social Security 101, March 2026

We are joined by Zach Lindsay and Jack Wood of MFS Investment Management for this year’s Social Security 101 Webinar. This webinar is for everybody - both employees and employers. The on-demand recording above is 65 minutes and the speakers - along with our advisor, Gina Buchholz - answer audience questions throughout and at the end.

Remember: Social Security benefits are not intended to be your only source of income when you retire

Today’s agenda includes:

1. How retirement benefits are calculated

   1. Social Security benefits are based on your Full Retirement Age

2. Options for married couples and divorcees

   1. Spousal benefits and how to calculate spousal benefits

   2. Survivor Benefits

   3. Remarriage and Social Security

3. Taxes and your retirement plan

   1. Combined income determines if Social Security benefits are taxable

      1. AGI + Tax-Exempt Income + Half of Social Security = Combined Income

   2. Medicare Part B and D premiums

Note: Please feel free to share this recording with any employer or employee who may benefit from our continuing education. This specific webinar is for everyone.

If you’d like to receive a copy of the 2026 Social Security Guide PDF, please submit the web form below and we will email it to you in 1-2 business days. This guide is a resource that provides detailed information about everything covered in the presentation.

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