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National Tax Conference 2019

NTA19204 - Social Security and Marriage

‐ Nov 14, 2019 7:50am

Standard: $ 49.00

This session will discuss strategies to deal with Social Security and Marital Benefits. It will cover:

  • Martial Benefits
  • Spousal rights
  • Primer on when to draw
  • How Same Sex Marriage Rulings Affect Decision Making
  • Survivor Benefits
  • When there are dependent children
  • Before age 60 remarriage
  • After age 60 marriage

Learning Objectives:

  • Learn strategies as to when you should choose to draw social security
  • Learn the difference between drawing social security benefits for a spouse vs a surviving spouse
  • Learn the strategies for same-sex marriages under social security



Early Riser

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