Podcast: Advising Clients on Social Security After File and Suspend Goes Away

Recording

In this podcast, Ted Sarenski, CPA/PFS discusses the latest strategies for Social Security planning, reinforcing that clients need the help of their CPA now more than ever. He covers important upcoming dates for “file and suspend”, sorts out confusion over restricted applications for spousal benefit, and discusses strategies for planning going forward, including what to do for low/no wage earning spouses, what to do when a couple is close in age or has an age gap, and more.