Social Security Planning

Social Security planning

The Adviser's Guide to Retirement and Elder Planning: Social Security Planning, author Ted Sarenski organizes seemingly complex planning into basic questions that your clients will ask you about retirement. He focuses on the strategies and advice you can provide as your clients plan and make decisions in this crucial area.

The 6th edition not only updates for 2020 key numbers, but it also includes planning tips on when to start retirement benefits, what to do when a recipient dies, information for disable widows and widowers and more.

PFP/PFS members: Click here to view and download the full guide as a member benefit.

Not a PFP/PFS member yet? Click to view and download a complimentary excerpt.

Other Resources

360 Degrees of Financial Literacy is a free program of the nation's certified public accountants to help Americans understand their finances through every stage of life.  They have a variety of Social Security articles and information your clients might find helpful.

A sample presentation from Broadridge Advisor, a web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.  Go directly to Broadridge Advisor and put together a current version this customized and personalized presentation. 

Access the official website of the U.S. Social Security Administration for information on retirement, disability, survivors, SSI, and Medicare benefits.