Social Security Planning

Social Security planning

In The Adviser's Guide to Retirement and Elder Planning: Social Security Planningauthor 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 5th edition not only updates for 2018 key numbers and the new TCJA of 2017, but it also adds expanded information on disability planning and decisions.

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

Sample Client Letter: Changes to Social Security Claiming Rules

Social Security Benefits for Divorced Women – in this article, Gina Chironis, CPA/PFS, explains important Social Security planning issues for divorced women

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.