Social Security Income Planning, A Natural Fit for Tax Professionals - Sponsored by NARSSA

Thank you

This live web event has ended. Thank you for attending.

Description

Social Security Income Planning, A Natural Fit for Tax Professionals
DESCRIPTION:

Tax professionals who have the Social Security expertise to help their clients optimize their claiming strategy are in high demand.
Join us for this presentation covering some of the least understood Social Security claiming considerations.

After a brief overview of the basics, we will cover rules related to

How non-covered pensions affect Social Security benefits,
Dependent benefits for minor and adult disabled children,
The unique claiming strategies available for survivor benefits,
Pitfalls of the earnings test, and
Social Security based self-employed tax and retirement planning

Analyses of real client case studies will be shown to provide insight into the claiming complexities and amount of money involved with these examples.
Add a valuable service to your firm and attract new clients with Social Security income planning expertise!

LEARNING OBJECTIVES:

Identify when a pension may affect your client’s Social Security benefit
Recall who are dependents of a worker and how their benefits are calculated
Based on information provided, identify the earnings test rules that would apply to a Social Security beneficiary.
Given specific client case details, predict the optimal survivor claiming strategy for a widow(er).

Contributors

Martha Shedden

About Martha
Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, and is a Chartered Retirement Planning Counselor (CRPC).

Martha was introduced to the topic of Social Security in 2011 and in 2014 began teaching CPE/CE Social Security courses to finance and tax professionals through several online providers.

Recognizing the demand for retirees to obtain personalized Social Security guidance on specific rules affecting their claiming decisions, she launched her business, Shedden Social Security & Retirement Planning in 2015 to provide Social Security claiming analyses services.

In 2017 Martha and Michael Rosedale, a CPA, co-founded NARSSA to provide online education and training for financial and tax professionals to become Registered Social Security Analysts (RSSA).

Martha has over a decade of experience providing Social Security education, consulting, and analyses and is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.

NARSSA Company Info
Martha co-founded NARSSA in 2017 with Michael Rosedale to provide online education and training for financial and tax professionals to become Registered Social Security Analysts (RSSA). As a CPA, Michael recognized the market for Social Security education in the broader financial market space.

The five module RSSA program provides a thorough knowledge of the Social Security program and trains participants using software on how to analyze clients’ claiming options to obtain their maximized Social Security income by filing for benefits at the optimal time. The modules provide CE/CPE units for NASBA, the CFP Board, and the IRS.
NARSSA also provides professional partner opportunities for members of various national financial organizations and has added consumer Social Security analyses fulfillment services for the clients of tax and financial professionals.

Thank you

Description

Contributors

Martha Shedden