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