Image For Activity Cover
Social Security: Surprising Claiming Rules and Unique Circumstances with Real Case Studies
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning
Course Description

This interactive presentation will review some of the least understood Social Security claiming considerations.

After a brief overview of the basics, attendees will review rules related to:

  • How some pensions affect Social Security benefits
  • The dependent benefits minor and adult disabled children are entitled to
  • The unique claiming strategies available for survivor benefits
  • Pitfalls of the earnings test
  • Social Security disability benefits and how they transition into retirement benefits

Analyses of real client case studies will be shown to provide insight into the claiming complexities and financial impacts of these decisions.

Learning Objectives
  1. Recall which pensions affect Social Security and the financial impacts of those pensions on retirement and dependent benefits
  2. Specify who qualifies for dependent benefits and how their benefit amount is calculated
  3. Identify the claiming strategy options for a widow(er) who is eligible for retirement and survivor benefits

Martha Shedden, RSSA, CRPC

Martha Shedden is the President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA She  is a Chartered Retirement Planning Counselor (CRPC).Martha was introduced to the topic of Social Security in 2011 and in 2014 began teaching CPE/CE Social Security courses to finance and tax professionals through several online providers. Recognizing the demand for retirees to obtain personalized Social Security guidance on specific rules affecting their claiming decisions, in 2015, she launched her business, Shedden Social Security & Retirement Planning, to provide Social Security claiming analyses services.

In 2017, Martha and Michael Rosedale, a CPA, co-founded NARSSA to provide online education and training for financial and tax professionals to become Registered Social Security Analysts (RSSA). Martha has more than a decade of experience providing Social Security education, consulting, and analyses and is the author of numerous Social Security white papers, seminar presentations, and articles in financial publications.

Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
2 NAPFA CE Credits
2 NAPFA CE (LIVE) Credits
2 CFP® CE Credits
2 CFP® CE (LIVE) Credits
2 NASBA CPE (LIVE) Credits
Contains: 2 Courses
Powered By