This educational program will address the basic rules you need to know when doing Social Security planning. It will cover several specific filing strategies available to increase eligible benefits. Social Security benefits that will be covered include spousal, survivor, child, divorce, strategies unique to business owners, strategies for high-net-worth individuals and how to find your ?Social Security Sweet Spot? (your optimal filing strategy). It will also review how the One Big Beautiful Bill affected the taxation of Social Security and the impact of the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). Many case examples will be used as a format to detail how to maximize eligible Social Security benefits so that filers do not leave any money on the table
Learning Objectives
- Upon completion of this course, you'll be able to:
- Define the basic rules governing Social Security
- Explain the impact of the One Big Beautiful Bill on Social Security planning
- Develop strategies to maximize Social Security benefits
Major Topics
- Basic rules governing Social Security
- Impact of the One Big Beautiful Bill
- Specific strategies available to maximize benefits