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Social Security and Medicare: Maximizing Retirement Benefits (111W232A15)

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 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

Learning Objectives
  1. Describe the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits
  2. Identify the benefit eligibility issues
  3. Determine Social Security benefits and the implications retirement age has on those benefits
  4. Identify what types of Social Security survivor benefits are available
  5. Describe the disability income benefits and the multiple factors that can impact those benefits
  6. Identify coverages and costs associated with Medicare and what it does not cover
Course Level
Intermediate
CPE Field of Study
Taxes
4
Prerequisites
Basic knowledge of Social Security and Medicare
Location
Online
Event Information
When
Oct 20, 2015
1:00 pm - 4:40 pm EST
Location
Online
Total CPE Credits
4
Format
Webcast Replay

MEMBER


$ (% off)
$149.00

NON-MEMBER


$ (% off)
$199.00
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Social Security and Medicare: Maximizing Retirement Benefits (111W232A15)


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