Social Security Unlocked: Maximizing Benefits & Guiding Your Clients

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes. This presentation focuses on the Social Security rules and claiming decision considerations that that are most often overlooked and least understood. Client case examples are included.

You will learn about the common terms and acronyms, how benefits are calculated, the reductions and credits applied depending on age collected, considerations that apply to single, married, divorced and widowed retirees, why maximum life expectancy is important, and the possible pitfalls of working while collecting benefit.