Maximizing Your Social Security Benefits

Dec 9
8:00 - 11:30 a.m.

Pennsylvania Institute of CPAs
Philadelphia - Map

4-Tax
CPE Credits

This course is also available as a webcast.

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. 721700 Level: Basic

Prerequisites: None

Notes

This is a four-credit seminar.

Park for free!
Enjoy free parking at the Sonesta Philadelphia Downtown at 1800 Market St., which is located directly across the street from the PICPA. Show us your parking voucher when you check-in, and we'll give you a free parking pass. Offer expires Dec. 31, 2019