Jodi will spend some time reviewing the complexities of social security
strategies, and review three specific benefit scenarios that may help
you to be much more thorough when calculating the best options for your
clients. Let’s be fair, Social Security is a complex and detailed
program that provides personal and/or auxiliary benefit options for your
clients, that are not a simple one-size-fits-all approach. Whether your
client is single, married, divorced or a widow(er), it is important to
understand that you and your clients have filing options, and there are
“maximum income” strategies worthy of review.