Social Security and Medicare: Maximizing Retirement Benefits
Description
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 about FICA, the Medicare tax, and more. You will 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.
Learning 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 and what it does not cover.
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 new 3.8% Medicare surtax on investment income
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
Tax
CPE Field of Study
Taxes
4
Who Should Attend
CPAs, professional accountants and financial advisors
Instructor(s)
Dennis Riley
Prerequisites
Basic knowledge of Social Security and Medicare
Advanced Preparation
None
Location
Loyola Graduate Center
2034 Greenspring Dr Lutherville-Timonium, MD21093US
