Social Security Basics & Strategies for Maximizing Benefits 25-26
Overview
Though many clients see Social Security as a government benefit, it isÿa covered worker's investment asset to be managed like any other asset.ÿExamine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement.ÿYou'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.