The Social Security Fairness Act was signed on Jan. 5, 2025, and resulted in the elimination of the WEP (Windfall Elimination Provision) and the GPO (Government Pension Offset). This webinar will explain how the elimination of the WEP and GPO will increase eligible Social Security benefits for those affected and how to recoup missed benefits and filing for new eligible benefits.
DESIGNED FOR
CPAs and accountants in public practice
BENEFITS
- Gain insights into the best steps to take now to adjust Social Security strategies and avoid common filing mistakes.
- Discover strategies to recoup missed benefits and claim new eligible benefits under the updated rules.
HIGHLIGHTS
We will review the best way to integrate the new rules into a comprehensive Social Security filing strategy in order to also optimize eligible spousal, ex-spousal, survivor and other eligible benefits available in the Social Security system. Strategies specific to high-net-worth individuals will also be addressed.
Agenda:
- Understanding the WEP (Windfall Elimination Provision) and the GPO (Government Pension Offset)
- Who can benefit from the elimination of the WEP and GPO
- How much in additional Social Security benefits are available
- How individuals can claim these additional benefits and recoup missed benefits
- How to incorporate the new WEP and GPO benefits into filing strategies to optimize spousal, ex-spousal, survivor and other available benefits
- How high-net-worth individuals can optimize their Social Security benefits