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Social Security and Medicare: Planning for You and Your Clients

Aug. 21
8:00 a.m. - 4:00 p.m.

Hershey Lodge
Hershey - Map it

CPE Credits



PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50

 More Information

Course No.
Accepted for CFP® credits.


Identify who is entitled to retirement benefits and in what amounts, as well as what factors to consider in determining when to take benefits. Discuss taxation of Social Security benefits and how this affects other income tax planning. Get familiar with Medicare, its prescription drug provision, and basic supplementary insurance plans that are available to fill in the gaps in coverage.


  • Legislative developments
  • Determining the best planning options for maximizing joint Social Security benefits
  • Retirement benefits: amount of benefits in various circumstances and how the amounts are distributed within the family unit
  • Qualifications
  • Taxation of Social Security: avoidance tactics
  • Spousal benefits: should a spouse return to work, what benefits does a spouse have, and when and how do they relate to benefits decisions?
  • Disability benefits
  • Social Security: advantages and disadvantages at ages 62, 66, and 70
  • Coordinating benefits: should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
  • Pensions: distribution strategies and how to use the minimum distribution rules in concert with Social Security benefits
  • IRAs: is it time to convert to a Roth?
  • Medicare Part D prescription drugs

This course is part of the Hershey Education Summit on Aug. 19-22.



John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal,, and He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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