Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs t

Dec 7
8:00 - 4:00 p.m.

Regional Learning Alliance
Cranberry - Map

8-Tax
CPE Credits

Gather financial and tax planning strategies that combine Social Security with other retirement and estate planning tools. Identify who is entitled to retirement benefits, and determine when to take them. Understand Medicare, the prescription drug provision, and supplemental insurance.
Highlights
  • Recent legislation
  • Joint Social Security benefits
  • Benefit distribution
  • Business entities for Social Security advantages
  • Spousal benefits
  • Income tax of benefits
  • Coordinating benefits
  • Medicare Part D prescription drugs
  • Disability benefits
  • Pensions
  • Social Security at 62, 66, or 70

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 653002 Level: Basic

Prerequisites: None

Notes

Accepted for CFM, CFP®, ChFC, CLU, CMA, and IRS credits.

Speaker(s)

Diane Lapon