In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA) CFP®, AIF® and John Versace CFP®, Head of Expat Services & Senior Financial Adviser at Apt Wealth Partners will dive deeper into Social Security and the issues that affect recipients from abroad.
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA) CFP®, AIF® and John Versace CFP®, Head of Expat Services & Senior Financial Adviser at Apt Wealth Partners will dive deeper into Social Security and the issues that affect recipients from abroad including:
- When is the Right Time for me to take my SS Benefit?
- Social Security for Returned Aussies or Americans Abroad
- Can I receive SS if I’m not in the US?
- What if my Spouse and/or Dependents never lived in the U.S? Are they entitled to benefits?
- Limitations On Paying US Social Security Benefits To Foreign Bank Accounts
- Earning US Social Security Benefits For Those Who Work Outside of the U.S
- What is a Totalization Agreement and How Does it Impact Me?
- What is the Windfall Elimination Provision (WEP) and the Commensurate Reduction of Benefits?
- Which Country has Taxing Rights on my Social Security?
- Can I get both the Australian Aged Pension and Social Security Benefits?
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