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On Demand

Social Security


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
   131
Categories:
Financial Planning
Faculty:
David P Zander, CFP
Course Levels:
Basic
Duration:
1 Hour
License:
Access for 90 day(s) after purchase.



Description

In this course, David Zander, CFP discusses considerations around social security such as the basics on strategizing when to claim benefits, what's to be expected when a spouse passes, and what to look for as reform of the social security system is being discussed.  If you are advising clients around their social security benefits or doing any long term planning, this course gives you some key items that you might want to discuss and a serves as a good overview for those that don't focus in this area.

 

LEARNING OBJECTIVES:

  • Long term projections of social security without reform
  • What would it take to restore solvency to the system?
  • Social security survivor benefits
  • How benefits are calculated
  • Full retirement age and what happens if you take benefits early or wait
  • Factors to consider when deciding about applying

PREREQUISITES: None

Reviews

5
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1

Overall:      4.8

Total Reviews: 131