Guide to Social Security Planning – excerpt
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Guide to Social Security Planning – excerpt

7 months ago · 446.7 KB Download

Social Security benefits are best to plan for well before you need them. This excerpt is from the first chapter of the Adviser's Guide to Social Security Planning and includes an introduction to the basics of Social Security.

Topics include:

  • The viability of the Social Security program

  • Where to apply for benefits

  • How to assign an alternate payee to handle your benefits

  • The threshold for earnings being subject to social security tax

  • When you reach full retirement age per Social Security

  • The general earnings test

  • How the cost of living adjustment works

Download the social security planning guide excerpt

File name: social-security-planning-guide-excerpt.pdf

Theodore Sarenski, CPA/PFS

With more than 30 years’ experience as a CPA and over 20 years as a financial planner, plus extensive experience in individual taxation and estate planning, Ted brings a dimension to wealth management not often found. In addition to working directly with clients, Ted is recognized locally and nationally as a financial planning expert. Ted feels strongly about the need for planning on elder-related issues, such as Social Security, end-of-life planning, and retirement income strategies.

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