RSSA

Devin Carroll Answers Caller Questions

This course is a mix of questions from individuals and families collecting Social Security benefits. The format is a podcast by Devin Carroll, based on calls he receives from individuals around the country who have interesting questions to consider. Many of these considerations can be applied by an RSSA to help their own clients.

Topics covered include:
Children's benefits and collection ages
Spousal benefits and collection ages
FICA taxes while collecting benefits
Future earnings and how they impact the Primary Insurance Amount

Upon successful completion of this course, participants will be able to:
Explain to a client how earnings in retirement can increase their benefit.
Determine the amount of spousal benefit someone is eligible to receive.
Understand the breadth of client considerations in Social Security, and the need as a financial professional to always continue learning.
Understand how additional years of earnings can increase the PIA.

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