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The U.S. Supreme Court reached a landmark decision entitling all married couples to the same legal benefits regardless of sexual orientation, which means all your same-sex clients in committed relationships (married or not) could benefit from a Social Security review.
If your clients are older parents and have minor children at home, Social Security benefits may be available to them. Know these rules to get maximum benefits for the family.
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024