Social Security - Where are we now?

Jim Pavletich and Jan Paveltich will share several Social Security updates to help you help your clients and enhance the value of your services. Keypoint that will be covered include:

• Eligibility, payment calculation, and potential offset information.

• Maximizing strategies in light of recent legislative changes and the Windfall Elimination.

• Government Pension Offset provisions that effect payments to clients who receive foreign pensions (i.e. Canadians).

• Options regarding when to file for benefits including using maximizing strategies. These will include details about the consequences about the Bipartisan Balanced Budget Act of 2015, a very newsworthy change in the law.

• Benefit provisions as well as Survivors and Disability benefits consequences for retirees.

• Medicare and when to file the “Income Related Medicare Adjustment Amount”.

Resources and cautions will be included at the session