Maximizing Your Social Security Benefits

Sep 30
8:00 - 11:30 a.m.

Penn State Great Valley - Main Bldg
Malvern - Map

4-Tax
CPE Credits

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: $145
Nonmember: $195

More Information

Course No. 721700

Level: Basic

Prerequisites: None

Notes
This is a four-credit seminar.

Speaker(s)

Dennis Riley

Cutting Edge CPA