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Social Security and Medicare: Maximizing Retirement Benefits (Self-Study)

Code: JI163253

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 7.0
Field(s)
of study
Taxes - Technical (7.0)
Fees
Standard member fee $109.00
checkmarkStandard nonmember fee $139.00

Members: Please log in to receive member fee.

Description

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. In this CPE course, learn what matters, cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Who should take this program?

CPAs, professional accountants, and financial advisors

Major subjects

  • What Medicare will and will not do
  • Managing Medicare gaps
  • Analyzing the wide menu of Social Security benefits
  • Social Security benefits for workers and families: retirement, survivor, disability, and death benefit
  • Tax impact of social security premiums and benefits
  • Impact of the new 3.8% Medicare surtax on investment income

Learning objective(s)

  • Describe the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits.
  • Identify the benefit eligibility issues.
  • Determine Social Security benefits and the implications retirement age has on those benefits.
  • Identify what types of Social Security survivor benefits are available.
  • Describe the disability income benefits and the multiple factors that can impact those benefits.
  • Identify coverages and costs associated with Medicare and what it does not cover.

Notes:

Course code Code JI163253
Sponsor AICPA
NASBA ID#: 112891
Level Intermediate
Format Self-Study (On-Demand)
Prerequisites Prereq. None
Advance
prep
None