This webinar will cover Social Security changes including the end of the Windfall Elimination Provision, implications for expats, income limits, claiming strategies, and the Social Security Fairness Act's impact on the trust fund.
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP® GFP Fellow reviewed:
- The changes brought about by the ‘The Social Security Fairness Act’ (SSFA) and the elimination of the Windfall Elimination Provision and what that means for expat beneficiaries
- In light of the SSFA, what are the projections for the Social Security trust fund and when is it now expected to run out? What percentage of benefits can be paid when that happens?
- The social security income limits for 2025
- What is a Totalization Agreement and how does a globally mobile individual obtain a benefit?
- Worker benefits vs spousal benefits
- When to claim?
- Advanced claiming strategies & Case studies
We hope you enjoy!
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