The CPA's Guide to Social Security
Written by Ted Sarenski and technically reviewed by the Elder Planning Task Force, this handbook is designed by CPAs for CPAs. While many resources provide Social Security facts or advice, including those from the Social Security Administration, few are oriented towards professionals seeking to offer guidance to clients. We hope you will find this handbook a valuable tool to use in giving advice to anyone who intends to collect Social Security benefits. The guide is organized around questions that a client might ask a CPA enable practitioners to easily find the answers to common concerns and planning situations.
- Social Security: The Hidden Change in the Two-Year Budget Bill – Ted Sarenski, The Tax Adviser
- Strategies for the Social Security Safety Net - Ted Sarenski, The Tax Adviser
- Blog: Social Security File and Suspend: Important Deadline Changes
Sample Client Letter: Changes to Social Security Claiming Rules
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. Client resources available at the Social Security Resource Center.
Access the official website of the U.S. Social Security Administration for information on retirement, disability, survivors, SSI, and Medicare benefits.