Social Security Basics and Strategies For Maximizing Benefits Webinar

Nov 20
9:30 - 5:00 p.m.

Online

8-Other
CPE Credits

  • 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.

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.

Registration

PICPA Member: $245
Nonmember: $345

More Information

Course No. 4182922C Level: Basic

Prerequisites:

None.

Notes

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.

Speaker(s)

Randy Gardner