Venue
Online

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Event Date Tue Aug 23 EDT (over 2 years ago)
Location Online
Region All
Details

Social Security for certain self-employed individuals, and their families, is complicated by the fact that they are contributing into FICA for themselves as an employee and the employer. Financial professionals who understand this unique type of Social Security planning can help their clients maximize lifetime benefits while also minimizing FICA payroll tax contributions. Technology-driven case studies can reveal the optimum balance between future Social Security benefits, remaining years of reasonable compensation, and payroll taxes paid. The webinar will focus on this special retirement planning niche available to financial professionals who work with small-business owners.

You Will Learn:
• The best age to begin self-employed tax and retirement analyses with clients
• The critical role of reasonable compensation
• The type of business structure that gives owners the most control over their income and taxes
• The resulting taxes saved and impact on total lifetime Social Security income for individual and family case analyses
• MUCH more

Speakers

2022 Speaker

Martha Shedden, RSSA, CRPC
President and Co-founder of the National Association of Registered Social Security Analysts