24SR-0010: Social Security and Medicare: Planning for You and Your Clients (In-person)
Wednesday, June 5, 2024
8:30am - 4:30pm Central Time
8 CPE (8 technical) | 8 CFP
Minnesota Society of CPAs, Bloomington
As baby boomers step into retirement, you can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. Discover helpful insights about the Social Security system and strategies needed to navigate it, as well as myriad other complex retirement planning issues and considerations.
Major subjects
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Latest legislative developments
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In-depth coverage of the best planning options for maximizing joint Social Security benefits
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Retirement benefit amounts in various circumstances and how the amounts are distributed within the family unit
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Qualification -- has the client retired?
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How business entities may be used for Social Security advantage
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Tactics to avoid income taxation of Social Security
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Spousal benefits and considerations, including those related to work and survivor benefits
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Disability benefits
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When to start Social Security benefits -- advantages and disadvantages at age 62, full retirement age and age 70
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Coordinating benefits -- take Social Security first and IRA distributions later or vice versa?
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Pensions -- distribution strategies and how to use the minimum distribution rules in concert with Social Security benefits
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IRAs and Roth conversion considerations
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Medicare and Part D prescription drug considerations for retirees
Learning objective(s)
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Identify who is entitled to retirement benefits and in what amounts
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Identify factors to consider in determining when to take benefits
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Discuss taxation of Social Security benefits and how this impacts other income tax planning
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Identify and describe the potential effects of retirement and estate planning strategies and tactics that can enhance overall retirement
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Explain Medicare and the prescription drug provision
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Describe the basic supplementary insurance plans available to fill in the gaps in basic Medicare coverage
Who should take this program?
CPAs, financial planners and tax advisers who have clients navigating Social Security benefits and retirement planning
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$449.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$349.00
|
 Standard Nonmember Fee |
$449.00
|
