5 Keys to Profitable Social Security Planning: What Advisors Need to Know to Optimize Clients' Retirement

By Elaine Floyd ®, Director of Retirement and Life Planning
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Discover how to integrate Social Security planning into your business and optimize retirement benefits for your clients.

Download the Slides

View this webinar and learn:

• How to maximize benefits so clients get the most money for their needs...

• How spousal benefits interconnect and affect decisions concerning the timing of when benefits should be taken

• How the often-overlooked cost-of-living adjustments (COLAs) will compound the growth of your clients' monthly benefits and help improve the accuracy of your retirement income projections

• Why extending one's retirement date can help under-saved clients build their retirement nest egg quickly...

• Why taking early retirement may actually be the best approach for well-off clients with the right investment risk profile...

• The impact of working while receiving benefits...

• How to know when Social Security benefits are taxable

• The outlook for the Social Security Trust Fund and the solvency of the system

• and more...

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