Social Security, Medicare, & Rx Drug Retirement Benefits: What Boomers Need to Know (SSRB16)
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When: 9/30/2016
8:30 AM until 4:30 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: John Evanich

Online registration is closed.
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Acronym SSRB16
CPE 8 hours
Vendor Surgent McCoy CPE
Level Basic
Prerequisite None
Adv Prep None
Who should attend

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

Registration Early Bird
(through 9/15)
(after 9/15)
Member $289 $339
CPA Non-Member $389 $439

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement- and estate-planning 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 Social Security and all the other myriad of related retirement planning issues.


  • Identify who is entitled to retirement benefits and in what amounts
  • Identify what factors must be considered in determining when to take benefits
  • Discuss the taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies and tactics that can enhance overall retirement and estate benefits by changing the “who” and “when” of the receipt of Social Security benefit payments.
  • Explain Medicare and the prescription drug provision and describe the basic supplementary insurance plans that are available to fill-in the gaps in basic Medicare coverage.


  • 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 may be 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 retirees need to know