Social Security Income Help Desk
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Designed to help you understand and explain how the Social Security System works – including:
- how income calculations work
- how the Administration defines full, early and delayed retirement
- retirement benefits for widows and widowers
- family benefits
- benefits for spouses and divorced spouses
- taxability of benefits
- forms to be used to apply for benefits
You will also have access to the Institute’s proprietary Social Security Income diagnostic software called IncomeMAXX2. With this software, you will be able to help your clients navigate one of the most important questions they will have to answer when planning their retirement – “How can I maximize my Social Security Income?”
IncomeMAXX2 provides the following:
- how to maximize benefits
- the effects of starting income early
- determining estimated benefits for each of your clients based on age, etc.
- the impact of COLA adjustments
- inflation
- rates
- spousal situations
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