Arete Wealth Strategists Australia invites you to join us Tuesday, April 13th (in the US) at 5:30 PM PST / 8:30 PM EST / Wednesday, April 14th (in Aus) at 10:30 AM (Syd/Mel AEST) for a Zoom Webinar where we'll continue on with more detail about Social Security for Americans living in Australia or returned Australians.
 

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP®, AIF® CEPA™ will be going through a detailed explanation of social security, covering the following topics:
 

  1. How do I Actually Apply to take my Social Security Benefit?

  2. What is a Totalization Agreement and how does it impact me?

  3. Earning US Social Security Benefits For Those Who Work Outside of the U.​S

  4. What is the Windfall Elimination Provision (WEP) and the commensurate reduction of benefits?

  5. What is the Government Pension Offset (GPO) and the commensurate reduction of benefits?

  6. When is the right time to claim?

  7. Limitations On Paying US Social Security Benefits To Foreign Bank Accounts

  8. Which Country has Taxing rights?

  9. Can I get both the Australian aged pension and Social Security benefits?


I hope you can join us!

Webinar Registration:

Host: Ashley S. Murphy

Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US, whose expat clients constitute 90% of its portfolio.

 
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Investment advisory services offered through Arete Wealth Strategists, a Minnesota Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota and in other jurisdictions where registered or exempted. Please click here for more important disclosure