Social Security Basics & Strategies for Maximizing Benefits 25-26

Overview

Though many clients see Social Security as a government benefit, it is a covered worker's investment asset to be managed like any other asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations, including workers with and without spouses, sandwich-generation families with dependent parents and minor children and surviving and/or divorced spouses and techniques to maximize your clients' benefits.