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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
This season is brought to you by Realized
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Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.
For more information, visit www.Realized1031.com/RepairShop to learn more.
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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