What Advisors Need to Know About Social Security

07/06/2023 46 min Temporada 6 Episodio 111
What Advisors Need to Know About Social Security

Listen "What Advisors Need to Know About Social Security"

Episode Synopsis

In this podcast, Mary Beth Franklin, author of "Maximizing Social Security Benefits" discusses what financial advisers need to know about Social Security, Social Security strategies for married couples, including spousal benefits, survivor benefits, and when to claim benefits to maximize their combined income, Social Security benefits for divorced individuals, the Social Security disability program, Social Security rules and exceptions for public employees, the taxability of Social Security benefits, the relationship between Social Security and Medicare, and how advisers should plan for Social Security being able to pay 100 percent of total scheduled benefits only until 2033.