Identify who is entitled to retirement benefits and in what amounts. Summarize the factors one must consider in determining when to take benefits. Discuss the taxation of Social Security benefits and how this affects other income tax planning. Highlights
Retirement benefits
Spousal benefits
Advantages and disadvantages of Social Security at ages 62, 66, and 70
Considerations for retirement age employees
Social Security and higher-balance IRA distributions later
Registration
PICPA Member: $139 Nonmember: $189
More Information
Course No. 721700Level: Basic
Prerequisites:
None
Notes
This is a four-credit afternoon seminar (12:30 - 4:00 p.m.; 12:00 p.m. registration)
Speaker(s)
Michael Reilly
Michael E. Reilly, CPA, ChFC, CLU, CASL Sole
Practitioner
Michael E. Reilly, CPA,
is a sole practitioner with offices in West Chester, PA. His
practice focuses on tax and financial planning and consulting for
individuals and small businesses.
In addition to maintaining his practice, Mr. Reilly has been an adjunct
professor at several colleges and was a visiting professor of Economics and
Business at Lafayette College.
Mr. Reilly earned his bachelor’s degree in business administration with an
accounting concentration from Temple University and his master of taxation
degree from Villanova University School of Law. He also holds the Chartered
Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)
designations from the American College.