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Social Security, Medicare, & Prescription Drug Retirement Benes: What Boomers Need to Know (SSRB14)
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Social Security seems poised for changes in benefits and eligibility age. As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with it.

11/19/2014
When: 11/19/2014
8:30 AM until 4:30 PM
Where: Hilton Lafayette
1521 W. Pinhook Road
Lafayette, Louisiana  70508
Presenter: William F. Taylor


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Social Security seems poised for changes in benefits and eligibility age. As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with it.

 

Designed for: Practitioners who have baby boomer clients with significant wages or earned income.

 

Objectives:

Identify who is entitled to retirement benefits and in what amounts

Be aware of what factors must be considered in determining when to take benefits

Understand the taxation of Social Security benefits and how this impacts other income tax planning

Be aware of Medicare and prescription drugs

 

Highlights:

  • Legislative developments
  • A full chapter devoted to determining the best new planning options for maximizing joint Social Security benefits
  • Retirement benefits: What the amount of benefits is in various circumstances; how the amounts are distributed within the family unit
  • Qualification: Has the client retired? How business entities maybe used for Social Security advantage
  • Income taxation of Social Security: avoidance tactics
  • Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
  • Hiring the spouse: When is it effective?
  • Disability benefits
  • Going on Social Security: advantages and disadvantages at ages 62, 66, and 70
  • Coordinating benefits: should you take Social Security first and higher-balance IRA distributions later, or take IRA balance first and enhanced Social Security benefits later?
  • Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits
  • IRAs: Is it time to convert to a Roth?
  • Medicare and Part D prescription drugs: what the retiree needs to know

 Speaker: William F. Taylor

Vendor: Surgent McCoy

Field of Study: Taxation

Level: Basic

CPE Credits: 8

 

Note: Qualifies for CFP credit

 

Registration Fees:

 

Members

CPA Non-Members

Early Bird (through 11/4)

$276

$376

Standard (after 11/4)

$326

$426

 


11/19 • WEBCAST

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