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Guest Expert: Larry Kotlikoff, MaximizemySocialSecurity.comIn this webinar with Social Security expert, Larry Kotlikoff, he talked through common causes of Social Security overpayments, the legal grounds Social Security Administration (SSA) uses to collect...
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A few comments from listeners when they were asked what the learned from the webinar:
Definitely makes sense to review current benefits as well as expected benefits with clients. This was one scary webinar!
- Kevin K.
"There were too many helpful nuggets to list, but thanks to this webinar, we'll be adding an important item to our annual reviews: 'Remind clients to check their Social Security statements annually and verify their earnings record'.
Great tips on when to file in-person as opposed to online (widows, divorcees, etc.) and to remind clients to not check the 'Apply for All Benefits' box, to add 'Remarks' to their application, etc. These tips may seem obvious to us as advisors, but can easily be overlooked."
- Rhonda G.
Check social security statement annually
- Eddie H.
Definitely makes sense to review current benefits as well as expected benefits with clients. This was one scary webinar!
- Kevin K.
"There were too many helpful nuggets to list, but thanks to this webinar, we'll be adding an important item to our annual reviews: 'Remind clients to check their Social Security statements annually and verify their earnings record'.
Great tips on when to file in-person as opposed to online (widows, divorcees, etc.) and to remind clients to not check the 'Apply for All Benefits' box, to add 'Remarks' to their application, etc. These tips may seem obvious to us as advisors, but can easily be overlooked."
- Rhonda G.
Check social security statement annually
- Eddie H.
Definitely makes sense to review current benefits as well as expected benefits with clients. This was one scary webinar!
- Kevin K.
"There were too many helpful nuggets to list, but thanks to this webinar, we'll be adding an important item to our annual reviews: 'Remind clients to check their Social Security statements annually and verify their earnings record'.
Great tips on when to file in-person as opposed to online (widows, divorcees, etc.) and to remind clients to not check the 'Apply for All Benefits' box, to add 'Remarks' to their application, etc. These tips may seem obvious to us as advisors, but can easily be overlooked."
- Rhonda G.
Check social security statement annually
- Eddie H.