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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)


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