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Just because you are a cpa does not mean you know a thing about social security benefits .
My daughter in law is not only a cpa but runs the tax dept for a world famous hedge fund .
She has no reason to know a thing about ss benefits at this point. …
Auditing corporate financials and doing corporate income taxes has no need to know about ss benefits.
Like every profession , you only know what you have use for .
Anyone regardless of profession can learn about ss benefits ….i didn’t know a thing about them but there are enough easy explanations out there to learn assuming one wants to.
What we learn as well is only going to be pertaining to what we need to know .
I don’t know a thing about child care benefits , windfall provisions or ssdi …no reason I need to
I put that in to go ask her husband because MathJak wasn't around at the moment (instead of answering myself and having you come back and correct me). A CPA could certainly figure it out and he may have a Power of Attorney to call and ask questions on her behalf (or he could have her give him a POA). That's all I was saying to the lady with a CPA husband.
Well , like I said , anyone can learn the ss rules …it simply just requires googling it regardless of profession .
The only one in my opinion that should know the rules is a financial advisor ….
The financial advisor we used knows what’s he needs to know and little of what he doesn’t ..
Which is why a good advisor works in conjunction with those who know what he doesn’t .
Our fellow we used works with both a personal tax advisor and elder law/ estate attorney as well as the firm farms out to other specialists the investment aspect ….
Each one has a role to play and knows their area of expertise ……
I don’t want my advisor watching markets all day and making investment decisions ….but I do expect him to know what’s best for me when it comes to ss .
He should be meeting with clients all day working on their financial goals and issues , not deciding what trades to make .
So profession has little to do with knowing something others do better because it is part of their profession to know.
On the other hand my son is a corporate attorney and my daughter in law a cpa , Neither know a thing about ss other than they pay in to it and should be at the max payment they can get from ss .
Anyone regardless of profession can look these things up..aarp and kiplingers has loads of easy to understand articles
Last edited by mathjak107; 03-05-2022 at 03:48 AM..
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