- Friday Aug 28, 2020
- Start Time: 12:00PM
- End Time: 1:00PM
- See meeting invite for Zoom access link!
Time: Friday, August 28, 2020 12:00 PM Mountain Time (US and Canada)
Topic: Why Optimizing Social Security Benefits Is Still A Very Complicated Proposition
After discussing Social Security rule changes in November 2015, the presenter will present 10 reasons why it is still complicated to determine when clients should claim their benefits. There are now two sets of rules depending upon date of birth and with the SSA’s use of strange dating features, many new retirees have different full retirement ages for retirement and spousal benefits than for survivor benefits. In this course, presented at FPA Annual Conference 2019, learn about clients options to redo a prior claiming decision and other complications around claiming strategies for widow(er)s younger than 70, for earnings tests, children’s benefits, divorced benefits, disability benefits, and especially pensions from work not covered by Social Security.
Presentation Learning Objectives:
- Describe recent rule changes and strategies related to Social Security changes specifically new rules around date of birth
- Explain the rules affecting and claiming strategies related to earnings tests, children’s benefits, divorced benefits, disability benefits, and survivor benefits
- Define how the WEP and GPO affect benefits for clients that receive a pension from a job not covered by Social Security and their spouses
Approved for 1 CFP CE Credit!
Speaker: Dr. William Reichenstein, CFA, is the Head of Research at Social Security Solutions, Inc. and Retiree, Inc. He is Professor Emeritus at Baylor University. He has published more than 190 articles and several books including Social Security Strategies, 3rd Edition, with William Meyer.
Join Zoom Meeting by clicking on the link in the email sent August 28th before the event starts at 12pm!
