Podcast: Social Security and Disability Benefits

Podcast

According to the Social Security Administration, 1 in 4 people will become disabled; therefore, it’s important to understand the rules so that you can educate and advise your clients on Social Security disability. Ted Sarenski, CPA/PFS covers:

• Requirements to obtain Social Security disability benefits
• Information required for application to receive Social Security disability income.
• Qualifying for a compassionate allowance
• Income benefits extended to family members

Access the related resources from this podcast:

• The Adviser’s Guide to Social Security Planning
• Broadridge Advisor’s Social Security Resource Center
• More learning opportunities on Social Security planning