Social Security and Medicare: Maximizing Retirement Benefits
Description
The U.S. Social Security system provides retirement, disability and survivor benefits to millions of Americans. But your clients who are currently paying into the system may have questions about the long-term future of Social Security and Medicare. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.
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
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 3.8% Medicare surtax on investment income
Recent changes to the Medicare law
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4.0
Who Should Attend
CPAs, professional accountants, and financial advisors
