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The good, the bad and the ugly of Social Security
Manage episode 329256280 series 3352848
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In this episode, you'll hear about:
- Will Social Security be solvent in the future?
- How can advisers create plans for clients with such uncertainty?
- Covisum’s new tool to help advisers.
- Tax implications.
- Roth conversions and Social Security strategies.
- Social Security reform.
- Widows.
- Educating clients.
Related Article: Social Security faces a customer service backlog
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Guest Bio:
Joe Elsasser developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.
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