Social Security benefits represent one of the few sources of guaranteed income that retirees can count on for life, and for most people, it is a key element of their retirement income plan.
Deciding when and how to claim Social Security benefits is one of the most important decisions that retirees ever make, but the rules are complicated.
In "Maximizing Social Security Benefits" by Mary Beth Franklin, you will:
- Understand how claiming age affects the amount of Social Security benefits received by retirees and their surviving spouses;
- Learn how earnings from a job can reduce benefits if claimed before full retirement age and what to do if you retire after exceeding annual earnings limits;
- Discover strategies to reverse early claiming decisions and create larger future benefits;
- Learn how annual income affects Medicare premiums and possible strategies to reduce future premiums.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Mary Beth Franklin, CFP®,
Social Security Claiming Strategies and Medicare Speaker.
Meet Mary Beth Franklin, CFP®, Social Security Claiming Strategies and Medicare Speaker
Retirement planning experience
Mary Beth Franklin, CFP® is a Social Security claiming strategies and Medicare speaker who writes about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you need to know to get the most out of complicated new claiming rules”, has been updated to reflect changes in claiming strategies due to the Bipartisan Budget Act of 2015.
- Mary Beth Franklin’s appearances on Consuelo Mack|WEALTHTRACK
Presentations usually range from 45 to 90 minutes and include questions and answer sessions with the audience. Some of Mary Beth Franklin’s presentations include:
- “How to Maximize Social Security Benefits Now” discusses the new claiming rules authorized by the Bipartisan Budget Act of 2015 and reviews strategies for married couples, divorced spouses, surviving spouses and ex-spouses and single individuals.
- Why Social Security is Crucial to Women – Women represent more than half of all Social Security benefits whether on their own earnings record or as a spouse, a caregiving spouse, an ex-spouse or a widow. Although women now work and pay Social Security taxes at higher rates than any other time in history, they face considerable retirement planning challenges due to their longer average lifespans and careers that are often interrupted for caregiving duties.
Retirement planning thought leadership and expertise
Mary Beth Franklin is a Social Security strategies and Medicare retirement speaker who is passionate about retirement income strategies.
She has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance.
Mary Beth Franklin is the President of RetirePro and a Contributing Editor to InvestmentNews. She has served as a Senior Editor to Kiplinger’s Personal Finance and a Syndicated Columnist for Maturity News Service/Third Age Media, using her background as a Capitol Hill reporter.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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