Back to Search

Maximizing Your Social Security Benefits Webcast

CPE

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

CPE Credits
4-Tax

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
721701
Level
Basic
Prerequisites
None
Note
This is a four-credit seminar.

Description

Prefer to attend in person? This course is hosted in Philadelphia.

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)


You May Also Like

Business Taxation: Recent Developments Webinar
Jan. 27 | Webinar
This program will address the impact of numerous 2018/19 tax developments, with a focus on important provisions, rules and concepts for business tax returns. This course qualifies for PTIN ...
Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets Webinar
Jan. 27 | Webinar
This program discusses, in a practical way, how an S corporation shareholder calculates his or her stock and loan basis. This topic is particularly important when an S corporation has ...
Advanced Technical Tax Forms Training – Form 1040 Issues Webinar
Jan. 27 | Webinar
Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses the topics that experienced staff, managers, ...