Social Security Basics and Strategies for Maximizing Benefits Webinar

• Determine how Social Security works, how benefits are calculated, who are beneficiaries and techniques to maximize your clients' benefits.
• Recognize the language and forms of the Social Security Administration.
• Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them.
• Determine which planning products to use to calculate the best strategy for your clients.

• Social Security planning, benefit calculation and beneficiaries.
• Recent changes to "file and suspend" and "restricted application" strategies.
• Increasing benefits for self-employed individuals.
• Plan for surviving spouses.
• Integrating retirement plan distribution strategies with Social Security claiming strategies.
• Coordinating drawing Social Security benefits with the start of Medicare benefits.