Social Security and Medicare: Maximizing Retirement Benefits

Dec 4
12:30 - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map

4-Tax
CPE Credits

Understand the role of the Social Security Administration and how FICA applies to the funding of Social Security and Medicare benefits. Identify the benefit types, eligibility, and factors that can impact benefits issues. Identify coverages and costs associated with Medicare.
Highlights

Managing Medicare gaps
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 percent Medicare surtax on investment income
Recent changes to the Medicare law