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Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. ​In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.
January 31, 2023

Claiming Social Security from Australia Part 1

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA) CFP®, AIF® went through a detailed explanation of social security.
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Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. ​In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA) CFP®, AIF® went through a detailed explanation of social security, covering the following topics:

  1. What is Social Security?
  2. What is your vesting status in Social Security?
  3. How your Social Security benefit is determined
  4. Earning US Social Security Benefits For Those Who Work Outside of the U.S.
  5. How totalization agreements work to avoid double taxation of benefits
  6. Can foreign spouses receive U.S. SS?
  7. How to claim?8. When is the right time to claim?
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Investment advisory services offered through Areté Wealth Strategists, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Telephone number 888.544.3250.
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