Description
Topics covered include: This course is an interesting mix of questions from individuals and families collecting Social Security benefits. The course is both audio and transcribed.
The format is a podcast by Devin Carroll, based on calls he receives from individuals around the country who have interesting questions to consider. Many of these considerations can be applied by an RSSA to help their own clients.
• Children’s benefits and collection ages
• Spousal benefits and collection ages
• FICA taxes while collecting benefits
• Future earnings and how they impact the Primary Insurance Amount
Learning Objectives
• Explain to a client how earnings in retirement can increase their benefit.
• Determine the amount of spousal benefit someone is eligible to receive.
• Understand the breadth of client considerations in Social Security, and the need as a financial professional to always continue learning.
• Understand how additional years of earnings can increase the PIA.