October 25, 2021 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: Social Security Basics and Strategies for Maximizing Benefits

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits. Though many clients look at Social Security as a government benefit, it is actually a covered worker's investment asset to be managed like any other investment asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement. Learn how Social Security works and explore common planning situations, including workers with and without spouses; sandwich generation families with dependent parents and minor children; and surviving and/or divorced spouses.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Specialized Knowledge
8

Objectives

  • Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits.
  • Recognize the language and forms of the Social Security Administration.
  • Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them.
  • Determine which planning products to use to calculate the best strategy for your clients.

Course Level

Beginning

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, financial advisers, attorneys, insurance, and other professionals.

Prerequisites

None.

Highlights

  • Social Security planning, benefit calculation, and beneficiaries.
  • Recent changes to "file and suspend" and "restricted application" strategies.
  • Increasing benefits for self-employed individuals.
  • Plan for surviving spouses.
  • Integrating retirement plan distribution strategies with Social Security claiming strategies.
  • Coordinating drawing Social Security benefits with the start of Medicare benefits.

Notes

Entry-level/Individual contributor; Sole Practitioner

Related Courses