With “gray divorce” rate on the rise, understanding the Social Security spousal benefits is critical when advising your Baby Boomer clients. Ted Sarenski, CPA/PFS helps you navigate the rules for claiming social security in a divorce situation.
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
The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.