Social Security Basics & Strategies for Maximizing Benefits 2024

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.