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Optimizing Social Security Benefits for Your Clients

Description

Social Security is the base of everyone’s retirement, yet it is the least understood by most clients. Those preparing to retire may not understand the different ways to claim Social Security and, depending on their individual financial situations, the strategies to consider for optimizing their benefit amount.

In this webcast, you will learn the ins and outs of the system and optimal claiming strategies. We will provide you with detailed, real-life examples, so you can successfully advise your clients.

Learning Objectives
  • Advise your clients on when to begin benefits
  • Analyze the process for Social Security disability and how much your clients will receive
  • Identify various Social Security scenarios
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Tax
CPE Field of Study
Specialized Knowledge
2.0
Prerequisites

Basic knowledge of tax compliance and planning concepts

Location
Online
Event Information
When
Nov 27, 2018
1:00 pm - 2:45 pm EST
Location
Online
Total CPE Credits
2.0
Format
Webcast Replay

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$ (% off)
$99.00

NON-MEMBER


$ (% off)
$129.00
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Optimizing Social Security Benefits for Your Clients


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