How to Choose the Right Time to File for Social SecurityThis course will help you find out how to simplify the rules and use them to your clients' advantage so they can get every dollar in benefits they deserve.
Topics covered include:
The most important factors to consider before your client files
When filing early can be the best strategy
Optimization of spousal and survivor benefits
Social Security taxation and the danger zone to avoid
Social Security issues related to divorce and disability
Case studies and planning strategies
Upon successful completion of this course, participants will be able to:
Give clients satisfactory help with their Social Security filing decisions.
Make sure clients receive all the benefits that they have earned.
Help clients navigate through divorce and what benefits they can expect.
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