Social Security Planning

Start Time : Apr 22, 2021 11:56 AM


Kristina George, CPA, CFP® and Rachel DeCarolis CFP® discuss the ins and outs of social security planning, including: 

• Claiming strategies for married couples, divorced individuals, and widow(er)s
• Key implications of marital decisions
• Planning for the self-employed
• Navigating social security tax traps
• How earnings impacts benefits
• Dependent and maximum family benefits
...and more!