Social Security and Medicare: Maximizing Retirement Benefits (11W0111A15)
Description
(This program is a webinar, audio only with PowerPoint slides, no vidoe)
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.
Learning Objectives
Describe 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.
Describe 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
