Social Security Strategy for Planners
In this PFP Section webcast, get updates on Social Security to discuss with clients, as well as a framework to evaluate trade-offs, coordinate benefits with retirement income, and document recommendations.
Format
Webcast
Date
Aug 24, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
Matthew Allen
Availability
3 months
Product Number
WC5419954
Social Security decisions are permanent, highly personalized, and frequently misunderstood — and that’s why these client conversations are so important.
To assist clients effectively, you need the most up-to-date information.
In this PFP Section webcast, you’ll receive timely updates on key rules and planning considerations and learn a repeatable approach for building and communicating a Social Security claiming strategy within a broader retirement income plan.
The focus will be on the questions clients actually ask:
- When to claim
- How spouses coordinate benefits
- What changes after a divorce or death
- How taxes and Medicare can affect net outcomes
You’ll gain practical techniques for modeling trade-offs, stress-testing assumptions, and documenting recommendations in a way that supports high-quality client service.
Key Topics
Current Social Security planning considerations and common misconceptions
A practitioner framework for evaluating claiming age trade-offs and communicating recommendations
Coordinating benefits for couples: spousal, survivor, and divorce-related benefits
Integrating Social Security with retirement income planning (sequence risk, withdrawal strategy, bridge years)
Taxation of benefits and Medicare premium (IRMAA) planning considerations
Documentation and client deliverables: assumptions, decision support, and implementation steps
Learning Outcomes
- Identify common client Social Security planning questions.
- Apply a structured process to evaluate claiming options.
- Analyze key tradeoffs that affect optimal claiming decisions, including longevity, inflation, and coordination with portfolio withdrawals.
- Compare spousal and survivor benefit considerations (including divorce and widow(er) scenarios) to improve household-level outcomes.
- Apply tax and Medicare-related considerations in Social Security strategy discussions and client communications.
Who Will Benefit
Tax professionals who serve individual clients
CPA financial planners and other professional financial planners
Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.