Social Security and Medicare: Planning for You and Your Clients Webcast
Nov 12 8:00 - 4:00 p.m.
Online
4-Tax; 4-Tax CPE Credits
Identify who is entitled to retirement benefits and in what amounts, as well as what factors to consider in determining when to take benefits. Discuss taxation of Social Security benefits and how this affects other income tax planning. Get familiar with Medicare, its prescription drug provision, and basic supplementary insurance plans that are available to fill in the gaps in coverage. Highlights
Legislative developments
Determining the best planning options for maximizing joint Social Security benefits
Retirement benefits: amount of benefits in various circumstances and how the amounts are distributed within the family unit
Qualifications
Taxation of Social Security: avoidance tactics
Spousal benefits: should a spouse return to work, what benefits does a spouse have, and when and how do they relate to benefits decisions?
Disability benefits
Social Security: advantages and disadvantages at ages 62, 66, and 70
Coordinating benefits: should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Pensions: distribution strategies and how to use the minimum distribution rules in concert with Social Security benefits
IRAs: is it time to convert to a Roth?
Medicare Part D prescription drugs
Registration
PICPA Member: $285 Nonmember: $385
More Information
Course No.
653003
Level:
Basic
Speaker(s)
John Kilroy
John M. Kilroy, CPA
JOHN M KILROY
John Kilroy is a managing member of
iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area.
John engages clients in financial and tax planning, as well as preparing tax
returns for individuals, corporations, partnerships, estates, and trusts. John
is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University
with a BS in Accounting. John is a member of the Pennsylvania Institute of
Certified Public Accountants and the Financial Planning Association (FPA).
Within the FPA, John has served as a board member of the Philadelphia Tri-State
chapter and on its education and finance committees. John is an adjunct faculty
member for the Temple University Certificate of Financial Planning Program. He
is a frequent speaker and facilitator on tax and financial planning topics. John
has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com.
He has written for the Journal of Financial Planning, and is a contributor to
Retirement Weekly. John has also discussed financial and tax planning issues on
various radio outlets.