Social Security and Medicare: Maximizing Retirement Benefits Webcast

When you complete this course you will be able to: • 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.
Highlights
• 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