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Webcast: Social Security and Medicare: Maximizing Retirement Benefits(WBCL4SSM14)
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Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn what matters, cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

10/21/2014
When: 10/21/2014
12:00 PM until 3:40 PM
Where: Webcast
Presenter: Neil Brown, CPA, CFP


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Social Security and Medicare: Maximizing Retirement Benefits

 

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn what matters, cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare. 

 

Topics Discussed • What Medicare will and will not do

• Managing Medicare gaps

• Analyzing the wide menu of Social Security benefits

• Social Security benefits for workers and families: retirement, survivor, disability, and death benefit

• Tax impact of social security premiums and benefits

• Impact of the new 3.8% Medicare surtax on investment income

 

Objectives:

 

When you complete this course you will be able to:

• Describe the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits.

• Identify the benefit eligibility issues.

• Determine Social Security benefits and the implications retirement age has on those benefits.

• Identify what types of Social Security survivor benefits are available.

• Describe the disability income benefits and the multiple factors that can impact those benefits.

• Identify coverages and costs associated with Medicare and what it does not cover.

 

Requisite Knowledge: Basic knowledge of Social Security and Medicare

 

Speaker: Neil Brown, CPA, CFP

Vendor: AICPA

Field of Study: Taxes

Level: Intermediate

CPE Credits: 4

Yellow Book: No

 

Registration Fees

 

 

Members

$149

CPA Non-Members

$199

 

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