Social Security and Medicare: Maximizing Retirement Benefits
Description
Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. Yet, 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 webcast event 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
Recent changes to the Medicare law
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Tax
Personal Financial Planning
CPE Field of Study
Taxes
4
Who Should Attend
CPAs, professional accountants, and financial advisors
