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Does a Split Strategy make sense with Social Security
Boost Your Client's Social Security outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, January, 18
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Larry K
Larry Kotlikoff
Economist

What You'll Learn

Coordinating your benefits with your spouse's benefits can help you both get the most out of your Social Security payments. In some cases, it makes sense for both spouses to claim on the same spouse's earnings record. BUT many couples use a "split strategy," which means they begin…

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What You'll Learn
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Webinar Description

Coordinating your benefits with your spouse's benefits can help you both get the most out of your Social Security payments. In some cases, it makes sense for both spouses to claim on the same spouse's earnings record. BUT many couples use a "split strategy," which means they begin claiming at different ages. It might be worthwhile for the higher earner to wait longer to collect.

Join economist Larry Kotlikoff for a numbers-driven review that quantifies the impact of a Split Strategy for clients.

This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.  

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.