Social Security, Your Clients' Largest (Underappreciated) Asset Hiding in Plain Sight

Broadridge

After a brief overview of the basics, we will cover:

• Why Social Security Should Be Considered an Asset,
• The Fiduciary Responsibility to Assist Clients Optimize This Income,
• Unique Claiming Strategies,
• Understanding Spousal and Survivor Benefits,
• How Non-Covered Pensions Affect Social Security Benefits,
• Dependent Benefits for Minor and Adult Disabled Children,
• Social Security Based Self-Employed Tax and Retirement Analysis, and
• Pitfalls Of the Earnings Test,

Analyses of client case studies will be shown to provide insight into the claiming complexities and amount of money involved with these examples.

Learning Objectives:

By the end of the session, attendees will be able to…

• Recall which pensions affect Social Security and the financial impacts of those pensions on retirement and dependent benefits.
• Specify who qualifies for dependent benefits and how their benefit amount is calculated.
• Identify claiming strategy options for a widow(er) who is eligible for retirement and survivor benefits.
• Choose optimal claiming considerations for client case examples.
• List factors that can maximize benefits while minimizing federal income tax for self-employed.

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