Social Security Basics and Strategies For Maximizing Benefits Webcast | 4202922I STARTS AT 6:30 AM PDT

Course Details

Date

Tuesday, January 26, 2021

7:30am – 3:00pm (Registration: 7:00am)

Location

Online

Field of Study

Specialized Knowledg

CPE Credit

8 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None.

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.

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.

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.

Designed For

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

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$295.00

Non-Member Fee
$400.00

Your Price
$400.00

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