Ted authored “The CPA’s Guide to Social Security” in 2011 and has updated the guide every year thereafter for the American Institute of Certified Public Accountants (AICPA). The guide is for sale through the AICPA (The Adviser’s Guide to Social Security: Unlocking the Mystery of Retirement Planning).
Since 2006, Ted has spoken at the AICPA’s Annual Personal Financial Planning Conference on the topic of Social Security teaching CPAs from across the country on the intricate nuances of the system. He has been asked to speak on this topic by many State Society of CPAs, the national Financial Planning Association, numerous Estate Planning Councils across the U.S. and many private groups as well.
Let him help you decide the best Social Security claiming strategy for you and your family.