+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)

PRINTER FRIENDLY

Social Security Basics and Advanced Planning Strategies - Advisors Guide to Social Security Planning - Webinar

  • ID: 3693218
  • Webinar
  • December 2017
  • Region: Global
  • 90 pages
  • Lorman Business Center, Inc.
Learn the basics of Social Security and planning strategies to maximize Social Security benefits for your clients.

We will discuss the changes to the Social Security program due to the BiPartisan Budget Bill signed November 2, 2015 to professionals increasing their value to clients. The Budget Bill made significant changes to the Social Security program by phasing out two very powerful strategies, File and with Restricted Application. Professionals must understand these changes including effective dates to properly advise clients. At the end of the topic, you will understand issues regarding the Social Security program and will be able to advise your clients toward maximizing their Social Security benefits. We will focus on the 3legged stool approach to maximizing Social Security benefits.

Learning Objectives
  • You will be able to describe the changes made by the Budget Bill.
  • You will be able to recognize the Social Security program and gain the knowledge to assist clients.
  • You will be able to discuss how to incorporate File and Suspend and Restricted Application in Social Security plans to maximize benefits.
  • You will be able to review the remaining Social Security claiming strategies.
Note: Product cover images may vary from those shown
History and Future of Social Security
  • History and Future of the Program
  • Discuss Potential Changes to the Program to Remain Solvent
Retirement Benefits Eligibility and Benefit Amount
  • Social Security Benefit Statement
  • Requirements
  • Benefit Computation
  • Early Retirement Reduction
  • Delayed Retirement Credits
Annual Earnings Test
  • Earnings
  • Test Ages 62, 63, 64, and 12/31 of Year Prior to FRA
  • Test Year FRA Is Reached
Early vs. Late - Factors
  • Discuss Factors
Family Benefits
  • Spousal Benefits (Current and Ex)
  • Children Benefits
  • Survivor's Benefits
  • Annual Earnings Test Applies If Surviving Spouse Is Under Full Retirement Age
Case Studies
Note: Product cover images may vary from those shown
Jim Blair, NSSA Premier Social Security Consulting Marc Kiner, CPA, NSSA Premier Social Security Consulting
Note: Product cover images may vary from those shown
This webinar is designed for attorneys, estate and financial planners, business owners and managers, presidents, vice presidents, directors, lending professionals and accountants.
Note: Product cover images may vary from those shown
Adroll
adroll