Webcast: Social Security and Medicare: Maximizing Retirement Benefits (XACL4SSM219)
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Our Social Security system provides retirement, disability and survivor benefits to millions of Americans. However, the long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are currently paying into the system. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.

3/19/2019
When: 03/19/2019
8:00 AM until 11:00 AM
Where: Webcast
AICPA
1679242:BA680DB51EC070D0CFB4DE66E159B4EF
Louisiana
United States
Presenter: Ted Sarenski


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Acronym XACL4SSM219
CPE 4 hours
Vendor AICPA
Category
Tax
Level Intermediate
Yellow Book? No
Registration Fees
Members* $159
CPA Non-Members $199

*The member rate applies to LCPA members, other state CPA 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.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course Description

Our Social Security system provides retirement, disability and survivor benefits to millions of Americans. However, the long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are currently paying into the system. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.

Objectives

  • Recall 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.
  • Identify the disability income benefits and the multiple factors that can impact those benefits.
  • Identify coverages and costs associated with Medicare.

Major Topics

  • 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 3.8% Medicare surtax on investment income
  • Recent changes to the Medicare law

Designed For: CPAs, professional accountants, and financial advisors

Prerequisite: Basic knowledge of Social Security and Medicare

Note: Login instructions will be provided by the webcast vendor (AICPA).