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Excerpt: Guide to Social Security Planning-8th Ed

Oct 01, 2023 · 326.8 KB Download

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Social Security benefits are best to plan for well before you need them. This excerpt is from the first chapter of the Adviser's Guide to Social Security Planning and includes an introduction to the basics of Social Security.

Topics include:

  • The viability of the Social Security program

  • Where to apply for benefits

  • How to assign an alternate payee to handle your benefits

  • The threshold for earnings being subject to social security tax

  • When you reach full retirement age per Social

Download the social security planning guide excerpt

File name: cpa-social-security-planning-guide-excerpt.pdf

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