Social Security and Medicare: Planning for You and Your Clients
Nov 13 8:00 - 4:00 p.m.
Wyndham Philadelphia-Bucks County Feasterville-Trevose - Map
8-Tax CPE 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. Highlights
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
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No. 653001Level: Basic
Prerequisites:
None
Notes
Accepted for CFP® credits.
Speaker(s)
Diane Lapon
Diane A. Lapon, CFP Lapon
Financial Services
Diane A. Lapon is a certified financial planner and founder of Lapon
Financial Services. For the past decade, she has provided financial planning
consulting services to a wide range of clients. She has extensive experience in
all aspects of personal financial planning issues and has lectured at Harvard
University, Bentley College, Arthur Andersen, and the American Institute of
Certified Public Accountants. Prior to establishing Lapon Financial Services,
she was in charge of financial planning for the Boston office of Arthur
Andersen. Ms. Lapon received her undergraduate degree from the University of
Pittsburgh, master's degree from the University of Pennsylvania, M.B.A. from
Babson College, and Master of Science in Taxation from Bentley College. She
holds the Series 7 and 63 licenses.