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Maximizing Your Social Security Benefits

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

Where
Pennsylvania Institute of CPAs
Philadelphia - Map it

CPE Credits
4-Tax

Details

 Pricing

PICPA Member: $139 | Nonmember: $189

CLE Credit Add-On: $25


 More Information

Course No.
721700
Level
Basic
Prerequisites
None
Note

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

Description

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


Speaker(s)

Kenneth R. Greenwood
Finance Director
Comstock Public Schools

Ken Greenwood is a seasoned leader in the business and finance industry. He is currently a finance director with the Comstock Public Schools and has previously held financial leadership positions with Kellogg Company, ConAgra Foods, the Campbell’s Soup Company, and Procter & Gamble. Prior to joining the CPG industry, Ken was a consulting manager for Ernst & Young LLP.

Mr. Greenwood has a master’s degree in business administration from the University of Chicago, where he also spent time as a facilitator for the Leadership Exploration and Development programs, tasked to instruct students on leadership and management.

2/2018


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