Savvy Social Security Planning: All You Need To Know About Social Security Claiming Strategies

4.5 (169)

Daven Sharma

Abundance Advise

  • CFP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
  • CSA
  • AFSP

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290751)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • Baby boomers want to know:
    2 mins
  • Full Retirement Age (FRA)
    12 mins
  • Breakeven Analysis if Benefits are Invested
    19 mins
  • Impact of delayed benefits
    27 mins
  • Divorced-spouse benefits
    38 mins

Course Description

Social Security can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on the total amount of benefits they receive over their lifetime.

Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security.  This one-hour workshop will acquaint CPAs and attorneys with rules and strategies for claiming Social Security benefits. An emphasis will be placed on coordinating the various types of benefits (retirement, spousal, and survivor) in order to maximize benefits over a client’s lifetime.

Key topics:

  • How Social Security benefits are calculated.
  • Factors clients need to consider when deciding when to apply for benefits.
  • Illustrations of lifetime income streams based on claiming ages and breakeven analyses.
  • Innovative spousal claiming strategies designed to give clients extra income.
  • How widows and widowers can coordinate survivor benefits with their own retirement benefit to maximize income
  • Ways to minimize taxes on Social Security benefits
  • How to coordinate Social Security with other sources of retirement income

Learning Objectives

  • To identify who is entitled to retirement benefits and in what amounts
  • To summarize the factors to be considered while determining when to take benefits
  • To discuss the taxation of Social Security benefits and how this impacts other income tax planning
  • To identify and describe the potential effects of retirement and estate planning strategies

Who Should Attend?

  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros







Time very well spent


I put a couple of "Neutral" ratings is just because the knowledge and skill learned in this program does not apply to my job, but it's a good knowledge and skill for a CPA to learn.


Thanks so much for an excellent seminar! Although I don't have or work for a practice, I do end up advising folks about retirement issues, though I keep it as general as possible. This social security information will be very helpful when asked about benefits that folks might be able to expect. I truly appreciate it!


Great session!