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Social Security and Medicare: Planning for You and Your Clients

If you have questions about this event, please call us at 952-831-2707.

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Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. Gain tax and financial planning knowledge on the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues. Leave better equipped to help clients make informed, integrated retirement planning decisions.

Major subjects

• Legislative developments affecting Social Security and Medicare.
• Strategies for maximizing individual and joint Social Security benefits.
• Spousal benefits.
• Disability benefits.
• Timing considerations for claiming benefits at age 62, full retirement age and age 70.
• Coordinating Social Security with IRAs, pensions and required minimum distributions.
• Medicare coverage essentials and planning considerations for retirees.
• Medicare basics, including Part D prescription drug coverage and supplemental insurance options.

Learning objectives

• Identify who is entitled to Social Security retirement benefits and how benefit amounts are determined.
• Evaluate key factors in deciding when to begin receiving benefits.
• Discuss taxation of Social Security benefits and related income tax planning considerations.
• Assess how retirement and estate planning strategies impact overall retirement outcomes.

Who should take this program?

• Practitioners who advise clients contemplating receipt of Social Security benefits.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $475.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.