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Limited Time 4th of July Discount!!
?Use code FOURTH to get this Workshop for just $95!?
(Coupon valid through 7/5/23)
Workshop:
Developing a Social Security Claiming Strategy – Updated for 2022
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Hosted by Wade Pfau.
For the vast majority of Americans, Social Security benefits serve as the core of a retirement income strategy. As a government-backed, inflation-adjusted monthly income for life, Social Security benefits help to manage longevity risk, inflation risk, and market risk. In addition to retirement worker benefits, Social Security also provides spousal, survivor, and dependent benefits on the worker’s earnings record.
It is vital to understand that the Social Security claiming decision should be made independently from when one decides to leave the labor force. Claiming decisions should not be taken lightly. It is possible to gain much from Social Security simply by understanding how the system works.
This workshop will walk you through the steps required to have a firm understanding about Social Security and how to approach claiming benefits for your household. We will discuss how Social Security benefits are calculated and how to factor in issues such a spousal and survivor benefit for couples, dependent benefits, and benefits for divorcees. We will also look at the earnings test, the windfall elimination provision and government pension offset for those spending a portion of their careers outside of the Social Security system, and cases where benefits may be suspended.
We also consider the philosophies about claiming Social Security, including its insurance value to protect for a long-life, breakeven analyses on when delaying benefits will pay off, and the applicability of arguments made in favor of claiming Social Security early. The latter involves a discussion of Social Security’s history, and potential reform options related to what may happen as the Social Security trust fund approaches depletion. We will finish by looking at case studies about Social Security claiming using a free open-source online Social Security calculator. The intention for this workshop is to give you the knowledge and confidence to approach the Social Security claiming decision in the manner that can create the most long-term value for your retirement income plan.
Purchase access to our latest workshop,
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Annual
Subscription
(all workshops)
First year membership $1495
Renew at $395 annually
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workshop only
(Developing a Social Security Claiming Strategy – Updated for 2022)
Pay $295 one-time fee
EnrollAnd did we mention our staff?
Wade Pfau, Ph.D., Alex Murguia, Ph.D., and Bob French CFA® represent some of the leading minds in the industry.
What makes them unique, however, is not their ability to lead the research agenda for the financial planning profession (Wade Pfau), create a leading financial planning software platform for the industry (Bob), or blend the best of academic research and practical application within a wealth management firm (Alex)…
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…What makes Wade, Alex, and Bob unique is their ability to distill the best that the science of financial planning has to offer and to present it to you in a very approachable and friendly manner.
Kind of like what your favorite teacher would do back in high school or college.
This is their passion.
And did we mention our staff?
How much of your time would it take you to organize, synthesize, and continually curate all of this information?
How much would it cost you to hire a professional to do it for you?
Retirement Researcher Academy provides the best of both of these worlds and then some because over time you will also be able to piggy-back off of the community of Retirement Researchers that are also part of the Academy.
This is their passion.
You no longer have to worry about:
Keeping up with the latest financial planning research
Understanding how new tax laws (or any other laws) affect your plan
How current investment markets may affect your portfolio
How to navigate the financial professional landscape
Doing something markedly different from other people in your situation
Which assets to prioritize so you can appropriately budget time for each one.
The order of operations in completing each component of an asset to eliminate confusion.
We make it easy
for you by:
Researching and curating the best financial planning practices in an easy to understandable format and in accordance with your retirement income style
Providing frequent opportunities for discussion among our members through various workshops and Q&A formats.
Creating downloadable and easy to understand resources (e.g., calculators) tailor-made to practical retirement income issues.
Benchmarking your situation to other similar like-minded Retirement Researchers in our members-only forum.
While there is always room for an advisor, we also believe that individuals like to access financial advice differently and at their own pace.
The delivery of financial advice is changing,
and we are at its forefront.
Joining the Retirement Researcher community is a great way to develop, maintain, and engage in your retirement income plan by yourself, with a helping hand, and with a community of other like-minded folks.
Join UsFrequently Asked Questions:
Once I sign up for my membership, what happens?Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval. Your initial fee will be charged at the end of your 7 day trial and your renewal date will be charged annually after that.
If you decide to sign up for our membership, you will have a 7 day FREE trial before you are charged the initial fee. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
How long will it take to receive my email?We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com !
How do I cancel my subscription?You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
Who is this for?Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
Will I keep this price forever if I sign up now?Yes, Retirement Researcher Academy member, you will keep your annual membership price, as long as you do not cancel.
Do I need this if I have an advisor?What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.
Can I get a refund on my membership subscription?No, we are not offering refunds for membership subscriptions.
Can I join the membership site if I live outside the US?Sadly, the membership site is only available for purchase by individuals in the United States.
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The information being provided is strictly as a courtesy. When you link to any of these websites provided here you are leaving this site. RetirementResearcher.com make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving RetirementResearcher.com and assume total responsibility and risk for your use of the sites you are linking to.