Description
This program looks at the Social Security benefit through the lens of estate planning. It considers socio-economic issues that affect timing for filing, how a reduction in benefits will affect outcomes, and addresses the question “will Social Security claiming strategy will result in the highest legacy value?”
Learning Objectives
1. Understand how Social Security works in planning an estate
2. Consider the best claiming strategies for Social Security
3. Appreciate how filing strategies will work if the Social Security benefit is decreased