Dive deeper into the complexities of Social Security planning with part two of this enlightening episode featuring Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head Social Security Planning at OneTeam Financial. Tune in to discover advanced strategies and little-known rules that can significantly impact your clients' retirement outcomes. Ash tackles misconceptions about benefit calculations, pension interactions, and international considerations. He also shares how to navigate HSA contributions, tax implications, special rules for same-sex couples and divorced individuals, and more. Gain knowledgeable insights to help your clients avoid costly mistakes and provide comprehensive retirement advice that helps set you apart from your competition.

Resources:

• Part one: https://c2penterprises.com/bucket-plan-on-demand/debunking-social-security-myths-part-1/
• Training referenced: The Tax Management Journey®

Statistics:

• Social Security's own estimate suggests people miss over $10 billion a year in eligible benefits. C2P could not substantiate this claim.