Protecting Clients Security CLAWBACKs 01/24/2024
How to Apply for Social Security Benefits and when You Get Paid.
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Protecting your Clients from Social Security CLAWBACKs
Presented by Larry Kotlikoff, MaximizemySocialSecurity.com
In 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 the overpayments, resources and professionals who can help and what you can do as an advisor to help clients avoid this situation.
Attendees Comments:
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.