Social Security - Obscure Rules That You Should Know

When:March 15 at 12pm PST
Where: Zoom

EVENT DETAILS:

Social Security - Obscure Rules That You Should Know

with Martha Sheddon

Certain Social Security program rules include quite obscure details that can either surprise retirees when they are affected by them or, in some cases, be a relief to discover that there is a solution to their problem. These include details about the earning’s test, pensions, withdrawing an application, voluntary suspension, and overpayments. Even the basic details about dependent benefits are frequently misunderstood. Attend this event to gain valuable insights to navigating the Social Security claiming decision with confidence. After attending, you will be able to:

• ·         Recall the causes and critical actions to take if the SSA sends an overpayment bill.
• ·         Select when and how the withdrawing of an application and voluntary suspension can be beneficial to retirees collecting Social Security.
• ·         Identify the amount of Social Security benefits that will be withheld due to the earnings test for a specific case example.

Martha Sheddon is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, and is also certified through the College of Financial Planning as a Chartered Retirement Planning Counselor (CRPC). Martha is a recognized thought leader in the financial services industry on the topic of Social Security. She hosts a popular Podcast, Social Security, Answers from the Experts, is the author of numerous Social Security white papers, seminar presentations and articles in leading financial publications and is quoted frequently in the national media. She also recently released her book, Avoiding Social InSecurity, The Retirement You Desire, The Social Security You’ve Earned, based on the top podcast interviews.